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

Oarsman 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 		$2.42M Sell
22,700
-46,012
-67% -$5.22M 0.3% 57
2025
Q4 		$8.13M Buy
68,712
+5,224
+8% +$619K 1.06% 17
2025
Q3 		$7.43M Sell
63,488
-11,108
-15% -$1.24M 1.04% 17
2025
Q2 		$7.92M Sell
74,596
-4,072
-5% -$389K 1.24% 17
2025
Q1 		$7.1M Sell
78,668
-11,508
-13% -$1.14M 1.28% 17
2024
Q4 		$9.05M Sell
90,176
-5,100
-5% -$502K 1.58% 16
2024
Q3 		$8.94M Buy
95,276
+6,472
+7% +$587K 1.65% 13
2024
Q2 		$8.09M Buy
88,804
+1,164
+1% +$99.4K 1.77% 15
2024
Q1 		$7.38M Buy
87,640
+16,212
+23% +$1.31M 1.76% 13
2023
Q4 		$5.41M Buy
71,428
+67,016
+1,519% +$4.74M 1.44% 17
2023
Q3 		$293K Buy
+4,412
New +$305K 0.12% 137
2018
Q2 		– Sell
-10,352
Closed -$352K – 180
2018
Q1 		$352K Sell
10,352
-580
-5% -$20.3K 0.16% 136
2017
Q4 		$368K Sell
10,932
-684
-6% -$22.4K 0.16% 142
2017
Q3 		$363K Sell
11,616
-1,408
-11% -$43.1K 0.15% 139
2017
Q2 		$388K Buy
13,024
+572
+5% +$16.8K 0.18% 137
2017
Q1 		$354K Buy
12,452
+336
+3% +$9.32K 0.16% 143
2016
Q4 		$318K Sell
12,116
-880
-7% -$22.8K 0.2% 125
2016
Q3 		$338K Buy
12,996
+1,464
+13% +$38.1K 0.17% 140
2016
Q2 		$289K Sell
11,532
-496
-4% -$12.4K 0.15% 145
2016
Q1 		$300K Buy
12,028
+2,544
+27% +$60.1K 0.16% 145
2015
Q4 		$236K Buy
+9,484
New +$237K 0.13% 160

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

Oarsman Capital's IWF Position: Q1 2026 in Review

Oarsman Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 67% in Q1 2026, selling an estimated $5.22M and leaving 22,700 shares worth $2.42M. The position accounts for 0.3% of the portfolio, ranked #57.

Oarsman Capital first reported a position in IWF in Q4 2015 and has held it in 21 quarters since. The position peaked at $9.05M in Q4 2024. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Oarsman Capital held 22,700 shares of iShares Russell 1000 Growth ETF worth $2.42M as of Q1 2026.
  • Oarsman Capital sold 46,012 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.22M.
  • iShares Russell 1000 Growth ETF made up 0.3% of Oarsman Capital's portfolio in Q1 2026, its #57 holding.
  • Oarsman Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 21 quarters since.
  • Oarsman Capital's iShares Russell 1000 Growth ETF position peaked at $9.05M in Q4 2024.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.