JB Capital
IWF icon

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

JB 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
Q3 		$989K Buy
7,896
+3
+0% +$367 0.03% 141
2026
Q2 		$980K Buy
7,893
+173
+2% +$20.9K 0.03% 144
2026
Q1 		$823K Sell
7,720
-220
-3% -$25K 0.03% 149
2025
Q4 		$940K Buy
7,940
+816
+11% +$96.7K 0.04% 145
2025
Q3 		$834K Buy
7,124
+500
+8% +$55.7K 0.04% 145
2025
Q2 		$703K Buy
6,624
+180
+3% +$17.2K 0.03% 145
2025
Q1 		$582K Buy
6,444
+456
+8% +$45K 0.03% 146
2024
Q4 		$602K Buy
5,988
+168
+3% +$16.5K 0.03% 139
2024
Q3 		$547K Buy
5,820
+1,448
+33% +$131K 0.03% 147
2024
Q2 		$399K Sell
4,372
-176
-4% -$15K 0.03% 162
2024
Q1 		$383K Sell
4,548
-400
-8% -$32.2K 0.03% 159
2023
Q4 		$375K Sell
4,948
-112
-2% -$7.92K 0.03% 154
2023
Q3 		$337K Buy
5,060
+1,016
+25% +$70.2K 0.03% 141
2023
Q2 		$278K Hold
4,044
– – 0.02% 144
2023
Q1 		$247K Hold
4,044
– – 0.02% 149
2022
Q4 		$217K Sell
4,044
-12
-0.3% -$660 0.02% 161
2022
Q3 		$213K Sell
4,056
-620
-13% -$36.5K 0.02% 149
2022
Q2 		$256K Buy
4,676
+784
+20% +$47.1K 0.03% 202
2022
Q1 		$270K Sell
3,892
-156
-4% -$10.6K 0.03% 209
2021
Q4 		$309K Sell
4,048
-432
-10% -$32K 0.03% 207
2021
Q3 		$307K Buy
+4,480
New +$317K 0.04% 232

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

JB Capital's IWF Position: Q3 2026 in Review

JB Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q3 2026, buying an estimated $367 and bringing the position to 7,896 shares worth $989K. The position accounts for 0.03% of the portfolio, ranked #141.

JB Capital first reported a position in IWF in Q3 2021 and has held it in 21 quarters since. 1,041 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • JB Capital held 7,896 shares of iShares Russell 1000 Growth ETF worth $989K as of Q3 2026.
  • JB Capital bought 3 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $367.
  • iShares Russell 1000 Growth ETF made up 0.03% of JB Capital's portfolio in Q3 2026, its #141 holding.
  • JB Capital first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.