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Sun Mountain Capital Ltd’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sun Mountain Capital Ltd’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 		$132M Hold
1,061,852
– – 71.58% 1
2026
Q1 		$113M Hold
1,061,852
– – 100% 1
2025
Q4 		$126M Buy
+1,061,852
New +$126M 100% 1

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Sun Mountain Capital Ltd's IWF Position: Q2 2026 in Review

Sun Mountain Capital Ltd held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,061,852 shares worth $132M. The position accounts for 71.58% of the portfolio, ranked #1.

Sun Mountain Capital Ltd first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 876 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sun Mountain Capital Ltd held 1,061,852 shares of iShares Russell 1000 Growth ETF worth $132M as of Q2 2026.
  • Sun Mountain Capital Ltd left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 71.58% of Sun Mountain Capital Ltd's portfolio in Q2 2026, its #1 holding.
  • Sun Mountain Capital Ltd first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sun Mountain Capital Ltd's 13F filing for Q2 2026, filed 24 Jul 2026.