G2 Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

G2 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 Q1	$2M	Sell	18,764 -128	-0.7%	-$14.5K	0.49%	19
2025 Q4	$2.24M	Sell	18,892 -6,944	-27%	-$823K	0.54%	16
2025 Q3	$3.03M	Hold	25,836	–	–	0.76%	14
2025 Q2	$2.74M	Hold	25,836	–	–	0.77%	13
2025 Q1	$2.33M	Hold	25,836	–	–	0.71%	17
2024 Q4	$2.59M	Sell	25,836 -280	-1%	-$27.5K	0.76%	15
2024 Q3	$2.45M	Sell	26,116 -324	-1%	-$29.4K	0.72%	16
2024 Q2	$2.41M	Sell	26,440 -212	-0.8%	-$18.1K	0.75%	15
2024 Q1	$2.25M	Hold	26,652	–	–	0.72%	17
2023 Q4	$2.02M	Buy	26,652 +664	+3%	+$47K	0.69%	17
2023 Q3	$1.73M	Hold	25,988	–	–	0.78%	16
2023 Q2	$1.79M	Sell	25,988 -72	-0.3%	-$4.58K	0.78%	15
2023 Q1	$1.59M	Buy	26,060 +536	+2%	+$30.9K	0.68%	22
2022 Q4	$1.37M	Hold	25,524	–	–	0.5%	36
2022 Q3	$1.34M	Hold	25,524	–	–	0.62%	24
2022 Q2	$1.4M	Hold	25,524	–	–	0.66%	20
2022 Q1	$1.77M	Hold	25,524	–	–	0.76%	19
2021 Q4	$1.95M	Buy	+25,524	New	+$1.89M	0.73%	18

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

G2 Capital Management's IWF Position: Q1 2026 in Review

G2 Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.68% in Q1 2026, selling an estimated $14.5K and leaving 18,764 shares worth $2M. The position accounts for 0.49% of the portfolio, ranked #19.

G2 Capital Management first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.03M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

G2 Capital Management held 18,764 shares of iShares Russell 1000 Growth ETF worth $2M as of Q1 2026.
G2 Capital Management sold 128 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $14.5K.
iShares Russell 1000 Growth ETF made up 0.49% of G2 Capital Management's portfolio in Q1 2026, its #19 holding.
G2 Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
G2 Capital Management's iShares Russell 1000 Growth ETF position peaked at $3.03M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on G2 Capital Management's 13F filing for Q1 2026, filed 12 May 2026.