FLC Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FLC Capital Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.7M	Sell	93,932 -796	-0.8%	-$96K	1.88%	11
2026 Q1	$10.1M	Sell	94,728 -740	-0.8%	-$84K	1.8%	12
2025 Q4	$11.3M	Sell	95,468 -1,036	-1%	-$123K	2.09%	11
2025 Q3	$11.3M	Sell	96,504 -880	-0.9%	-$98K	2.19%	10
2025 Q2	$10.3M	Sell	97,384 -6,656	-6%	-$636K	2.14%	11
2025 Q1	$9.39M	Sell	104,040 -4,032	-4%	-$398K	2.11%	9
2024 Q4	$10.8M	Sell	108,072 -812	-0.7%	-$79.9K	2.5%	9
2024 Q3	$10.2M	Sell	108,884 -2,176	-2%	-$197K	2.36%	9
2024 Q2	$10.1M	Sell	111,060 -352	-0.3%	-$30.1K	2.49%	10
2024 Q1	$9.39M	Sell	111,412 -2,240	-2%	-$180K	2.37%	9
2023 Q4	$8.61M	Sell	113,652 -3,848	-3%	-$272K	2.32%	9
2023 Q3	$7.81M	Sell	117,500 -1,088	-0.9%	-$75.1K	2.37%	9
2023 Q2	$8.16M	Sell	118,588 -320	-0.3%	-$20.3K	2.39%	9
2023 Q1	$7.26M	Sell	118,908 -4,464	-4%	-$257K	2.22%	9
2022 Q4	$6.61M	Sell	123,372 -2,108	-2%	-$116K	2.06%	10
2022 Q3	$6.6M	Sell	125,480 -4,040	-3%	-$238K	2.29%	11
2022 Q2	$7.08M	Sell	129,520 -2,544	-2%	-$153K	2.36%	11
2022 Q1	$9.17M	Sell	132,064 -1,432	-1%	-$97.8K	2.57%	10
2021 Q4	$10.2M	Sell	133,496 -880	-0.7%	-$65.2K	2.83%	8
2021 Q3	$9.21M	Sell	134,376 -1,724	-1%	-$122K	2.71%	7
2021 Q2	$9.24M	Sell	136,100 -1,364	-1%	-$87.9K	2.72%	7
2021 Q1	$8.35M	Sell	137,464 -13,344	-9%	-$812K	2.61%	6
2020 Q4	$9.09M	Sell	150,808 -2,080	-1%	-$118K	3.02%	7
2020 Q3	$8.49M	Sell	152,888 -72,000	-32%	-$3.79M	3.11%	8
2020 Q2	$11.2M	Sell	224,888 -175,420	-44%	-$7.73M	4.45%	5
2020 Q1	$14.7M	Sell	400,308 -19,908	-5%	-$858K	6.83%	4
2019 Q4	$18.5M	Buy	420,216 +8,828	+2%	+$369K	7.4%	3
2019 Q3	$16.4M	Sell	411,388 -13,376	-3%	-$536K	6.97%	3
2019 Q2	$17M	Buy	424,764 +3,228	+0.8%	+$125K	7.01%	3
2019 Q1	$16M	Buy	421,536 +253,772	+151%	+$9.12M	7.22%	3
2018 Q4	$5.49M	Buy	+167,764	New	+$5.91M	3.7%	10

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FLC Capital Advisors's IWF Position: Q2 2026 in Review

FLC Capital Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.84% in Q2 2026, selling an estimated $96K and leaving 93,932 shares worth $11.7M. The position accounts for 1.88% of the portfolio, ranked #11.

FLC Capital Advisors first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.5M in Q4 2019. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

FLC Capital Advisors held 93,932 shares of iShares Russell 1000 Growth ETF worth $11.7M as of Q2 2026.
FLC Capital Advisors sold 796 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $96K.
iShares Russell 1000 Growth ETF made up 1.88% of FLC Capital Advisors's portfolio in Q2 2026, its #11 holding.
FLC Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
FLC Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $18.5M in Q4 2019.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.