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

Opus Capital Group’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	$6.07M	Hold	56,904	–	–	0.65%	29
2025 Q4	$6.73M	Sell	56,904 -548	-1%	-$64.9K	0.73%	27
2025 Q3	$6.73M	Buy	57,452 +568	+1%	+$63.2K	0.76%	27
2025 Q2	$6.04M	Buy	56,884 +45,056	+381%	+$4.31M	0.72%	27
2025 Q1	$1.07M	Sell	11,828 -92	-0.8%	-$9.08K	0.14%	49
2024 Q4	$1.2M	Hold	11,920	–	–	0.15%	47
2024 Q3	$1.12M	Hold	11,920	–	–	0.14%	49
2024 Q2	$1.09M	Hold	11,920	–	–	0.15%	49
2024 Q1	$1M	Sell	11,920 -720	-6%	-$58K	0.15%	52
2023 Q4	$958K	Hold	12,640	–	–	0.16%	50
2023 Q3	$841K	Sell	12,640 -560	-4%	-$38.7K	0.15%	50
2023 Q2	$908K	Sell	13,200 -1,088	-8%	-$69.2K	0.16%	49
2023 Q1	$873K	Hold	14,288	–	–	0.16%	50
2022 Q4	$765K	Sell	14,288 -556	-4%	-$30.6K	0.15%	55
2022 Q3	$781K	Sell	14,844 -3,532	-19%	-$208K	0.17%	42
2022 Q2	$1M	Sell	18,376 -15,624	-46%	-$938K	0.2%	39
2022 Q1	$2.36M	Sell	34,000 -468	-1%	-$31.9K	0.46%	32
2021 Q4	$2.63M	Buy	34,468 +1,660	+5%	+$123K	0.54%	28
2021 Q3	$2.25M	Sell	32,808 -3,268	-9%	-$231K	0.51%	27
2021 Q2	$2.45M	Buy	36,076 +388	+1%	+$25K	0.56%	26
2021 Q1	$2.17M	Buy	35,688 +17,928	+101%	+$1.09M	0.52%	27
2020 Q4	$1.07M	Sell	17,760 -1,760	-9%	-$100K	0.27%	38
2020 Q3	$1.06M	Hold	19,520	–	–	0.31%	36
2020 Q2	$937K	Hold	19,520	–	–	0.29%	42
2020 Q1	$735K	Buy	19,520 +3,848	+25%	+$166K	0.26%	46
2019 Q4	$689K	Sell	15,672 -2,536	-14%	-$106K	0.2%	60
2019 Q3	$727K	Hold	18,208	–	–	0.22%	57
2019 Q2	$716K	Hold	18,208	–	–	0.21%	55
2019 Q1	$689K	Hold	18,208	–	–	0.18%	120
2018 Q4	$596K	Hold	18,208	–	–	0.12%	129
2018 Q3	$710K	Sell	18,208 -67,660	-79%	-$2.56M	0.16%	123
2018 Q2	$3.09M	Sell	85,868 -1,048	-1%	-$37K	0.75%	15
2018 Q1	$2.96M	Sell	86,916 -5,356	-6%	-$188K	0.74%	12
2017 Q4	$3.11M	Sell	92,272 -2,152	-2%	-$70.5K	0.68%	33
2017 Q3	$2.95M	Sell	94,424 -5,212	-5%	-$160K	0.67%	57
2017 Q2	$2.96M	Sell	99,636 -7,752	-7%	-$228K	0.58%	73
2017 Q1	$3.06M	Sell	107,388 -22,176	-17%	-$615K	0.41%	81
2016 Q4	$3.4M	Sell	129,564 -3,436	-3%	-$89.2K	0.5%	72
2016 Q3	$3.46M	Buy	133,000 +12,076	+10%	+$314K	0.72%	65
2016 Q2	$3.03M	Sell	120,924 -2,660	-2%	-$66.4K	0.67%	66
2016 Q1	$3.08M	Buy	123,584 +568	+0.5%	+$13.4K	0.68%	67
2015 Q4	$3.06M	Sell	123,016 -984	-0.8%	-$24.5K	0.52%	83
2015 Q3	$2.88M	Sell	124,000 -6,772	-5%	-$167K	0.49%	84
2015 Q2	$3.24M	Buy	130,772 +8,324	+7%	+$209K	0.51%	87
2015 Q1	$3.03M	Buy	122,448 +31,976	+35%	+$781K	0.48%	85
2014 Q4	$2.16M	Buy	90,472 +3,392	+4%	+$79.4K	0.31%	93
2014 Q3	$2M	Buy	87,080 +2,640	+3%	+$60.5K	0.27%	95
2014 Q2	$1.92M	Buy	84,440 +3,320	+4%	+$72.8K	0.13%	94
2014 Q1	$1.75M	Buy	81,120 +44,720	+123%	+$960K	0.12%	92
2013 Q4	$782K	Buy	+36,400	New	+$747K	0.04%	122

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Opus Capital Group's IWF Position: Q1 2026 in Review

Opus Capital Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 56,904 shares worth $6.07M. The position accounts for 0.65% of the portfolio, ranked #29.

Opus Capital Group first reported a position in IWF in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.73M in Q4 2025. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Opus Capital Group held 56,904 shares of iShares Russell 1000 Growth ETF worth $6.07M as of Q1 2026.
Opus Capital Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.65% of Opus Capital Group's portfolio in Q1 2026, its #29 holding.
Opus Capital Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 50 quarters since.
Opus Capital Group's iShares Russell 1000 Growth ETF position peaked at $6.73M in Q4 2025.
2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.