JC
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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JB Capital's IWF Position: Q1 2026 in Review

JB Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q1 2026, selling an estimated $25K and leaving 7,720 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #149.

JB Capital first reported a position in IWF in Q3 2021 and has held it in 19 quarters since. The position peaked at $940K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • JB Capital held 7,720 shares of iShares Russell 1000 Growth ETF worth $823K as of Q1 2026.
  • JB Capital sold 220 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $25K.
  • iShares Russell 1000 Growth ETF made up 0.03% of JB Capital's portfolio in Q1 2026, its #149 holding.
  • JB Capital first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's iShares Russell 1000 Growth ETF position peaked at $940K in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.