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

Passive 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 Q1	–	Sell	-1,732	Closed	-$205K	–	108
2025 Q4	$205K	Hold	1,732	–	–	0.06%	93
2025 Q3	$203K	Buy	+1,732	New	+$193K	0.07%	88
2022 Q4	–	Sell	-8,908	Closed	-$469K	–	56
2022 Q3	$469K	Hold	8,908	–	–	0.25%	33
2022 Q2	$487K	Buy	8,908 +3,248	+57%	+$195K	0.25%	31
2022 Q1	$393K	Hold	5,660	–	–	0.21%	34
2021 Q4	$432K	Buy	+5,660	New	+$420K	0.24%	33

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

Passive Capital Management's IWF Position: Q1 2026 in Review

Passive Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,732 shares — an estimated $205K sold.

Passive Capital Management first reported a position in IWF in Q4 2021 and held it in 6 quarters. The position peaked at $487K in Q2 2022. 2,434 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Passive Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Passive Capital Management sold 1,732 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $205K.
Passive Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 6 quarters.
Passive Capital Management's iShares Russell 1000 Growth ETF position peaked at $487K in Q2 2022.
2,434 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.