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

Permanent 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	$4.36M	Sell	35,109 -105,207	-75%	-$12.7M	0.58%	14
2026 Q1	$4.18M	Buy	140,316 +105,268	+300%	+$11.9M	0.65%	17
2025 Q4	$4.15M	Buy	35,048 +36	+0.1%	+$4.26K	0.81%	15
2025 Q3	$4.1M	Buy	+35,012	New	+$3.9M	0.77%	14
2025 Q1	$3.16M	Hold	35,012	–	–	0.91%	14
2024 Q4	$3.52M	Buy	+35,012	New	+$3.44M	1.09%	14
2024 Q2	$3.72M	Buy	+35,012	New	+$2.99M	0.78%	13

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 22.9% 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

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

Permanent Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 75% in Q2 2026, selling an estimated $12.7M and leaving 35,109 shares worth $4.36M. The position accounts for 0.58% of the portfolio, ranked #14.

Permanent Capital Management first reported a position in IWF in Q2 2024 and has held it in 7 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Permanent Capital Management held 35,109 shares of iShares Russell 1000 Growth ETF worth $4.36M as of Q2 2026.
Permanent Capital Management sold 105,207 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $12.7M.
iShares Russell 1000 Growth ETF made up 0.58% of Permanent Capital Management's portfolio in Q2 2026, its #14 holding.
Permanent Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 7 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.