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

North 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 Q2	$695K	Buy	5,596 +40	+0.7%	+$4.82K	0.52%	28
2026 Q1	$592K	Hold	5,556	–	–	0.5%	30
2025 Q4	$657K	Sell	5,556 -4	-0.1%	-$474	0.57%	28
2025 Q3	$651K	Sell	5,560 -4	-0.1%	-$445	0.5%	26
2025 Q2	$591K	Sell	5,564 -28	-0.5%	-$2.68K	0.51%	27
2025 Q1	$505K	Buy	+5,592	New	+$552K	0.48%	26

Other funds holding IWF

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

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

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 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

North Capital's IWF Position: Q2 2026 in Review

North Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.72% in Q2 2026, buying an estimated $4.82K and bringing the position to 5,596 shares worth $695K. The position accounts for 0.52% of the portfolio, ranked #28.

North Capital first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

North Capital held 5,596 shares of iShares Russell 1000 Growth ETF worth $695K as of Q2 2026.
North Capital bought 40 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.82K.
iShares Russell 1000 Growth ETF made up 0.52% of North Capital's portfolio in Q2 2026, its #28 holding.
North Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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