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

Peddock Capital Advisors’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	$3.72M	Buy	29,969 +817	+3%	+$98.5K	0.74%	34
2026 Q1	$3.11M	Sell	29,152 -2,064	-7%	-$234K	0.69%	36
2025 Q4	$3.69M	Buy	31,216 +1,436	+5%	+$170K	0.77%	33
2025 Q3	$3.49M	Buy	29,780 +472	+2%	+$52.6K	0.75%	32
2025 Q2	$3.11M	Sell	29,308 -620	-2%	-$59.3K	0.72%	36
2025 Q1	$2.7M	Buy	29,928 +76	+0.3%	+$7.5K	0.68%	40
2024 Q4	$3M	Sell	29,852 -288	-1%	-$28.3K	0.72%	35
2024 Q3	$2.83M	Sell	30,140 -1,368	-4%	-$124K	0.68%	38
2024 Q2	$2.87M	Sell	31,508 -372	-1%	-$31.8K	0.74%	30
2024 Q1	$2.69M	Hold	31,880	–	–	0.7%	34
2023 Q4	$2.42M	Buy	31,880 +1,020	+3%	+$72.1K	0.74%	34
2023 Q3	$2.05M	Buy	30,860 +1,904	+7%	+$131K	0.68%	33
2023 Q2	$1.99M	Sell	28,956 -220	-0.8%	-$14K	0.66%	38
2023 Q1	$1.78M	Buy	29,176 +6,364	+28%	+$367K	0.62%	42
2022 Q4	$1.22M	Sell	22,812 -720	-3%	-$39.6K	0.47%	56
2022 Q3	$1.24M	Buy	23,532 +156	+0.7%	+$9.17K	0.51%	55
2022 Q2	$1.28M	Sell	23,376 -1,264	-5%	-$75.9K	0.5%	57
2022 Q1	$1.71M	Sell	24,640 -9,984	-29%	-$682K	0.55%	50
2021 Q4	$2.65M	Sell	34,624 -3,372	-9%	-$250K	0.87%	26
2021 Q3	$2.6M	Buy	37,996 +1,596	+4%	+$113K	0.93%	26
2021 Q2	$2.55M	Sell	36,400 -5,604	-13%	-$361K	0.89%	26
2021 Q1	$2.55M	Buy	42,004 +36,096	+611%	+$2.2M	0.98%	24
2020 Q4	$356K	Hold	5,908	–	–	0.19%	85
2020 Q3	$320K	Sell	5,908 -1,028	-15%	-$54.2K	0.2%	84
2020 Q2	$333K	Hold	6,936	–	–	0.21%	81
2020 Q1	$261K	Sell	6,936 -812	-10%	-$35K	0.2%	80
2019 Q4	$341K	Sell	7,748 -376	-5%	-$15.7K	0.17%	85
2019 Q3	$324K	Sell	8,124 -388	-5%	-$15.6K	0.18%	83
2019 Q2	$335K	Sell	8,512 -252	-3%	-$9.75K	0.18%	84
2019 Q1	$332K	Hold	8,764	–	–	0.18%	83
2018 Q4	$287K	Sell	8,764 -600	-6%	-$21.2K	0.17%	85
2018 Q3	$365K	Hold	9,364	–	–	0.18%	88
2018 Q2	$337K	Hold	9,364	–	–	0.17%	92
2018 Q1	$319K	Sell	9,364 -1,284	-12%	-$45K	0.17%	92
2017 Q4	$359K	Hold	10,648	–	–	0.18%	86
2017 Q3	$333K	Sell	10,648 -612	-5%	-$18.7K	0.17%	88
2017 Q2	$335K	Hold	11,260	–	–	0.18%	86
2017 Q1	$320K	Sell	11,260 -1,436	-11%	-$39.8K	0.19%	83
2016 Q4	$333K	Buy	12,696 +920	+8%	+$23.9K	0.2%	77
2016 Q3	$307K	Sell	11,776 -112	-0.9%	-$2.91K	0.19%	76
2016 Q2	$298K	Hold	11,888	–	–	0.19%	73
2016 Q1	$297K	Sell	11,888 -108	-0.9%	-$2.55K	0.22%	70
2015 Q4	$298K	Sell	11,996 -140	-1%	-$3.49K	0.23%	72
2015 Q3	$282K	Sell	12,136 -272	-2%	-$6.69K	0.26%	83
2015 Q2	$307K	Hold	12,408	–	–	0.25%	88
2015 Q1	$307K	Sell	12,408 -128	-1%	-$3.13K	0.25%	87
2014 Q4	$300K	Sell	12,536 -224	-2%	-$5.24K	0.24%	86
2014 Q3	$292K	Hold	12,760	–	–	0.24%	77
2014 Q2	$290K	Hold	12,760	–	–	0.22%	75
2014 Q1	$276K	Sell	12,760 -940	-7%	-$20.2K	0.22%	74
2013 Q4	$294K	Buy	+13,700	New	+$281K	0.23%	74

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

Peddock Capital Advisors's IWF Position: Q2 2026 in Review

Peddock Capital Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q2 2026, buying an estimated $98.5K and bringing the position to 29,969 shares worth $3.72M. The position accounts for 0.74% of the portfolio, ranked #34.

Peddock Capital Advisors first reported a position in IWF in Q4 2013 and has held it in 51 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Peddock Capital Advisors held 29,969 shares of iShares Russell 1000 Growth ETF worth $3.72M as of Q2 2026.
Peddock Capital Advisors bought 817 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $98.5K.
iShares Russell 1000 Growth ETF made up 0.74% of Peddock Capital Advisors's portfolio in Q2 2026, its #34 holding.
Peddock Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 51 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.