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

Opal 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	–	Sell	-4,488	Closed	-$517K	–	174
2025 Q4	$517K	Buy	+4,488	New	+$532K	0.13%	100

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Opal Capital's IWF Position: Q1 2026 in Review

Opal Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 4,488 shares — an estimated $517K sold.

Opal Capital first reported a position in IWF in Q4 2025 and held it in 1 quarter. The position peaked at $517K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Opal Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Opal Capital sold 4,488 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $517K.
Opal Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and held it in 1 quarter.
Opal Capital's iShares Russell 1000 Growth ETF position peaked at $517K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Opal Capital's 13F filing for Q1 2026, filed 18 May 2026.