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

New 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	$201K	Buy	+1,620	New	+$195K	0.05%	60

Other funds holding IWF

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

New Capital Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,620 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #60 among its holdings.

1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

New Capital Management held 1,620 shares of iShares Russell 1000 Growth ETF worth $201K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new New Capital Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.05% of New Capital Management's portfolio in Q2 2026, its #60 holding.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.