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

Fulcrum Capital’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 Q1	–	Sell	-1,768	Closed	-$209K	–	102
2025 Q4	$209K	Sell	1,768 -620	-26%	-$73.4K	0.04%	98
2025 Q3	$280K	Hold	2,388	–	–	0.06%	93
2025 Q2	$253K	Hold	2,388	–	–	0.05%	91
2025 Q1	$216K	Hold	2,388	–	–	0.05%	103
2024 Q4	$240K	Buy	+2,388	New	+$235K	0.05%	106
2024 Q1	–	Sell	-2,680	Closed	-$203K	–	119
2023 Q4	$203K	Buy	+2,680	New	+$190K	0.05%	117
2022 Q1	–	Sell	-2,680	Closed	-$205K	–	77
2021 Q4	$205K	Buy	+2,680	New	+$199K	0.04%	84
2021 Q3	–	Sell	-4,120	Closed	-$280K	–	91
2021 Q2	$280K	Hold	4,120	–	–	0.07%	70
2021 Q1	$250K	Hold	4,120	–	–	0.07%	73
2020 Q4	$248K	Hold	4,120	–	–	0.07%	70
2020 Q3	$223K	Sell	4,120 -2,108	-34%	-$111K	0.08%	59
2020 Q2	$299K	Sell	6,228 -1,360	-18%	-$59.9K	0.11%	55
2020 Q1	$286K	Hold	7,588	–	–	0.13%	54
2019 Q4	$334K	Sell	7,588 -380	-5%	-$15.9K	0.1%	62
2019 Q3	$318K	Buy	+7,968	New	+$319K	0.11%	61

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fulcrum Capital's IWF Position: Q1 2026 in Review

Fulcrum Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,768 shares — an estimated $209K sold.

Fulcrum Capital first reported a position in IWF in Q3 2019 and held it in 15 quarters. The position peaked at $334K in Q4 2019. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Fulcrum Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Fulcrum Capital sold 1,768 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $209K.
Fulcrum Capital first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and held it in 15 quarters.
Fulcrum Capital's iShares Russell 1000 Growth ETF position peaked at $334K in Q4 2019.
2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Fulcrum Capital's 13F filing for Q1 2026, filed 30 Apr 2026.