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

Fortis 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	$2.33M	Buy	18,781 +2,505	+15%	+$302K	0.26%	67
2026 Q1	$1.74M	Buy	16,276 +1,744	+12%	+$198K	0.23%	71
2025 Q4	$1.72M	Sell	14,532 -236	-2%	-$28K	0.25%	58
2025 Q3	$1.73M	Sell	14,768 -128	-0.9%	-$14.3K	0.27%	52
2025 Q2	$1.58M	Buy	14,896 +468	+3%	+$44.8K	0.28%	53
2025 Q1	$1.3M	Buy	14,428 +4,092	+40%	+$404K	0.26%	61
2024 Q4	$944K	Buy	10,336 +40	+0.4%	+$3.93K	0.32%	66
2024 Q3	$966K	Sell	10,296 -740	-7%	-$67.1K	0.32%	65
2024 Q2	$1.01M	Buy	11,036 +5,700	+107%	+$487K	0.36%	53
2024 Q1	$450K	Buy	+5,336	New	+$430K	0.19%	96

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

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

Fortis Capital Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q2 2026, buying an estimated $302K and bringing the position to 18,781 shares worth $2.33M. The position accounts for 0.26% of the portfolio, ranked #67.

Fortis Capital Advisors first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fortis Capital Advisors held 18,781 shares of iShares Russell 1000 Growth ETF worth $2.33M as of Q2 2026.
Fortis Capital Advisors bought 2,505 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $302K.
iShares Russell 1000 Growth ETF made up 0.26% of Fortis Capital Advisors's portfolio in Q2 2026, its #67 holding.
Fortis Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.