Fogel Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fogel Capital Management’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	$251K	Hold	2,020	–	–	0.1%	54
2026 Q1	$215K	Hold	2,020	–	–	0.1%	50
2025 Q4	$239K	Hold	2,020	–	–	0.11%	46
2025 Q3	$237K	Hold	2,020	–	–	0.11%	50
2025 Q2	$214K	Buy	+2,020	New	+$193K	0.11%	49
2025 Q1	–	Sell	-2,020	Closed	-$203K	–	49
2024 Q4	$203K	Buy	+2,020	New	+$199K	0.1%	38

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

Fogel Capital Management's IWF Position: Q2 2026 in Review

Fogel Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,020 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #54.

Fogel Capital Management first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fogel Capital Management held 2,020 shares of iShares Russell 1000 Growth ETF worth $251K as of Q2 2026.
Fogel Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.1% of Fogel Capital Management's portfolio in Q2 2026, its #54 holding.
Fogel Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.