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Money Concepts Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Money Concepts 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 		$791K Sell
7,420
-812
-10% -$92.2K 0.04% 317
2025
Q4 		$974K Sell
8,232
-496
-6% -$58.8K 0.05% 269
2025
Q3 		$1.02M Buy
8,728
+1,492
+21% +$166K 0.06% 247
2025
Q2 		$768K Sell
7,236
-1,636
-18% -$156K 0.05% 270
2025
Q1 		$801K Sell
8,872
-25,432
-74% -$2.51M 0.06% 248
2024
Q4 		$3.44M Buy
34,304
+17,332
+102% +$1.7M 0.26% 85
2024
Q3 		$1.59M Buy
16,972
+9,456
+126% +$857K 0.12% 163
2024
Q2 		$685K Sell
7,516
-1,972
-21% -$168K 0.06% 252
2024
Q1 		$800K Buy
9,488
+2,164
+30% +$174K 0.07% 228
2023
Q4 		$555K Buy
7,324
+396
+6% +$28K 0.05% 262
2023
Q3 		$461K Buy
6,928
+56
+0.8% +$3.87K 0.05% 253
2023
Q2 		$473K Sell
6,872
-65,840
-91% -$4.19M 0.05% 257
2023
Q1 		$183K Buy
72,712
+2,352
+3% +$136K 0.01% 414
2022
Q4 		$3.77M Buy
70,360
+63,108
+870% +$3.47M 0.17% 124
2022
Q3 		$381K Sell
7,252
-1,288
-15% -$75.7K 0.02% 332
2022
Q2 		$472K Sell
8,540
-29,596
-78% -$1.78M 0.04% 287
2022
Q1 		$2.65M Buy
38,136
+28,228
+285% +$1.93M 0.15% 155
2021
Q4 		$757K Buy
+9,908
New +$734K 0.06% 241
2021
Q1 		$6.1M Buy
100,424
+89,000
+779% +$5.42M 0.49% 51
2020
Q4 		$689K Buy
+11,424
New +$650K 0.06% 241

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

Money Concepts Capital's IWF Position: Q1 2026 in Review

Money Concepts Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.9% in Q1 2026, selling an estimated $92.2K and leaving 7,420 shares worth $791K. The position accounts for 0.04% of the portfolio, ranked #317.

Money Concepts Capital first reported a position in IWF in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.1M in Q1 2021. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Money Concepts Capital held 7,420 shares of iShares Russell 1000 Growth ETF worth $791K as of Q1 2026.
  • Money Concepts Capital sold 812 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $92.2K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Money Concepts Capital's portfolio in Q1 2026, its #317 holding.
  • Money Concepts Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's iShares Russell 1000 Growth ETF position peaked at $6.1M in Q1 2021.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.