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

Mitchell Capital Management’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	$230K	Buy	+1,852	New	+$223K	0.04%	111
2024 Q3	–	Sell	-6,960	Closed	-$634K	–	113
2024 Q2	$634K	Sell	6,960 -3,556	-34%	-$304K	0.11%	82
2024 Q1	$886K	Sell	10,516 -61,180	-85%	-$4.93M	0.17%	91
2023 Q4	$5.43M	Sell	71,696 -3,716	-5%	-$263K	1.14%	27
2023 Q3	$5.01M	Sell	75,412 -156	-0.2%	-$10.8K	1.19%	23
2023 Q2	$5.2M	Sell	75,568 -936	-1%	-$59.5K	1.19%	21
2023 Q1	$4.67M	Sell	76,504 -26,592	-26%	-$1.53M	1.16%	21
2022 Q4	$5.52M	Buy	103,096 +95,260	+1,216%	+$5.24M	1.53%	14
2022 Q3	$412K	Sell	7,836 -840	-10%	-$49.4K	0.12%	116
2022 Q2	$474K	Sell	8,676 -652	-7%	-$39.1K	0.13%	107
2022 Q1	$647K	Sell	9,328 -320	-3%	-$21.8K	0.14%	111
2021 Q4	$737K	Sell	9,648 -14,964	-61%	-$1.11M	0.15%	120
2021 Q3	$1.69M	Sell	24,612 -2,644	-10%	-$187K	0.38%	83
2021 Q2	$1.85M	Sell	27,256 -6,656	-20%	-$429K	0.41%	86
2021 Q1	$2.06M	Sell	33,912 -48,328	-59%	-$2.94M	0.5%	72
2020 Q4	$4.96M	Sell	82,240 -10,124	-11%	-$576K	1.24%	20
2020 Q3	$5.01M	Buy	92,364 +9,180	+11%	+$484K	1.45%	15
2020 Q2	$3.99M	Sell	83,184 -620	-0.7%	-$27.3K	1.29%	18
2020 Q1	$3.16M	Buy	83,804 +21,440	+34%	+$924K	1.23%	20
2019 Q4	$2.74M	Buy	+62,364	New	+$2.6M	0.87%	35

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mitchell Capital Management's IWF Position: Q2 2026 in Review

Mitchell Capital Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,852 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings. This is a return to the name: Mitchell Capital Management previously reported a position in IWF as recently as Q2 2024.

Mitchell Capital Management first reported a position in IWF in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.52M in Q4 2022. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Mitchell Capital Management held 1,852 shares of iShares Russell 1000 Growth ETF worth $230K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Mitchell Capital Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Mitchell Capital Management's portfolio in Q2 2026, its #111 holding.
Mitchell Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 20 quarters since.
Mitchell Capital Management's iShares Russell 1000 Growth ETF position peaked at $5.52M in Q4 2022.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.