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

Gill Capital Partners’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	$255K	Sell	2,392 -100	-4%	-$11.3K	0.07%	118
2025 Q4	$295K	Hold	2,492	–	–	0.09%	101
2025 Q3	$292K	Sell	2,492 -20	-0.8%	-$2.23K	0.09%	103
2025 Q2	$267K	Buy	2,512 +20	+0.8%	+$1.91K	0.09%	111
2025 Q1	$225K	Hold	2,492	–	–	0.08%	122
2024 Q4	$250K	Hold	2,492	–	–	0.09%	108
2024 Q3	$234K	Sell	2,492 -24	-1%	-$2.18K	0.08%	114
2024 Q2	$229K	Hold	2,516	–	–	0.09%	104
2024 Q1	$203K	Buy	+2,516	New	+$203K	0.08%	112

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

Gill Capital Partners's IWF Position: Q1 2026 in Review

Gill Capital Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4% in Q1 2026, selling an estimated $11.3K and leaving 2,392 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #118.

Gill Capital Partners first reported a position in IWF in Q1 2024 and has held it in 9 quarters since. The position peaked at $295K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Gill Capital Partners held 2,392 shares of iShares Russell 1000 Growth ETF worth $255K as of Q1 2026.
Gill Capital Partners sold 100 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $11.3K.
iShares Russell 1000 Growth ETF made up 0.07% of Gill Capital Partners's portfolio in Q1 2026, its #118 holding.
Gill Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Gill Capital Partners's iShares Russell 1000 Growth ETF position peaked at $295K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.