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Capstone Wealth Management Group, Inc.’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$296K Buy
+2,381
New +$287K 0.18% 98

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WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
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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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Capstone Wealth Management Group, Inc.'s IWF Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 2,381 shares worth $296K. The stake represents 0.18% of the portfolio and ranks #98 among its holdings.

1,092 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 2,381 shares of iShares Russell 1000 Growth ETF worth $296K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.18% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #98 holding.
  • 1,092 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.