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Mountain Capital Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mountain Capital Investment 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
Q2 		$228K Hold
1,836
– – 0.03% 80
2026
Q1 		$220K Buy
1,836
+4
+0.2% +$454 0.03% 77
2025
Q4 		$215K Hold
1,832
– – 0.03% 81
2025
Q3 		$216K Buy
+1,832
New +$204K 0.04% 73
2023
Q2 		– Sell
-382,696
Closed -$23.4M – 74
2023
Q1 		$23.4M Sell
382,696
-312,404
-45% -$18M 10.33% 3
2022
Q4 		$37.8M Buy
+695,100
New +$38.2M 17.2% 1

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
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
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
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Mountain Capital Investment Advisors's IWF Position: Q2 2026 in Review

Mountain Capital Investment Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,836 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #80.

Mountain Capital Investment Advisors first reported a position in IWF in Q4 2022 and has held it in 6 quarters since. The position peaked at $37.8M in Q4 2022. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,836 shares of iShares Russell 1000 Growth ETF worth $228K as of Q2 2026.
  • Mountain Capital Investment Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Mountain Capital Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 6 quarters since.
  • Mountain Capital Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $37.8M in Q4 2022.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.