Kapstone Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kapstone Financial Advisors’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	$3.13M	Sell	29,332 -132	-0.4%	-$15K	1.53%	14
2025 Q4	$3.49M	Sell	29,464 -12	-0%	-$1.42K	1.73%	13
2025 Q3	$3.45M	Hold	29,476	–	–	1.63%	14
2025 Q2	$3.13M	Sell	29,476 -172	-0.6%	-$16.4K	1.56%	13
2025 Q1	$2.68M	Sell	29,648 -24	-0.1%	-$2.37K	1.51%	14
2024 Q4	$3.04M	Hold	29,672	–	–	1.62%	11
2024 Q3	$2.77M	Sell	29,672 -32	-0.1%	-$2.9K	1.68%	11
2024 Q2	$2.71M	Sell	29,704 -32	-0.1%	-$2.73K	1.77%	12
2024 Q1	$2.51M	Sell	29,736 -68	-0.2%	-$5.48K	1.71%	12
2023 Q4	$2.35M	Sell	29,804 -1,404	-4%	-$99.3K	1.84%	11
2023 Q3	$2.08M	Hold	31,208	–	–	1.87%	12
2023 Q2	$2.21M	Sell	31,208 -112	-0.4%	-$7.12K	1.83%	10
2023 Q1	$1.92M	Sell	31,320 -64	-0.2%	-$3.69K	1.73%	11
2022 Q4	$1.9M	Buy	+31,384	New	+$1.73M	1.73%	10

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kapstone Financial Advisors's IWF Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.45% in Q1 2026, selling an estimated $15K and leaving 29,332 shares worth $3.13M. The position accounts for 1.53% of the portfolio, ranked #14.

Kapstone Financial Advisors first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.49M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Kapstone Financial Advisors held 29,332 shares of iShares Russell 1000 Growth ETF worth $3.13M as of Q1 2026.
Kapstone Financial Advisors sold 132 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $15K.
iShares Russell 1000 Growth ETF made up 1.53% of Kapstone Financial Advisors's portfolio in Q1 2026, its #14 holding.
Kapstone Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $3.49M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.