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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JB Capital's IWF Position: Q2 2026 in Review

JB Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q2 2026, buying an estimated $20.9K and bringing the position to 7,893 shares worth $980K. The position accounts for 0.03% of the portfolio, ranked #144.

JB Capital first reported a position in IWF in Q3 2021 and has held it in 20 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • JB Capital held 7,893 shares of iShares Russell 1000 Growth ETF worth $980K as of Q2 2026.
  • JB Capital bought 173 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $20.9K.
  • iShares Russell 1000 Growth ETF made up 0.03% of JB Capital's portfolio in Q2 2026, its #144 holding.
  • JB Capital first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.