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 Q2	$205K	Buy	+433	New	+$52.2K	0.06%	93
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 $1.89T 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Passive Capital Management's IWF Position: Q2 2026 in Review

Passive Capital Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 433 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #93 among its holdings. This is a return to the name: Passive Capital Management previously reported a position in IWF as recently as Q4 2025.

Passive Capital Management first reported a position in IWF in Q4 2021 and has held it in 7 quarters since. The position peaked at $487K in Q2 2022. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Passive Capital Management held 433 shares of iShares Russell 1000 Growth ETF worth $205K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Passive Capital Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.06% of Passive Capital Management's portfolio in Q2 2026, its #93 holding.
Passive Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 7 quarters since.
Passive Capital Management's iShares Russell 1000 Growth ETF position peaked at $487K in Q2 2022.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.