Proficio Capital Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Proficio Capital Partners’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	$407K	Buy	3,280 +240	+8%	+$28.9K	0.01%	393
2026 Q1	$324K	Hold	3,040	–	–	0.02%	204
2025 Q4	$360K	Buy	3,040 +940	+45%	+$111K	0.03%	184
2025 Q3	$246K	Hold	2,100	–	–	0.02%	200
2025 Q2	$223K	Buy	+2,100	New	+$201K	0.01%	394
2019 Q3	–	Sell	-3,904	Closed	-$154K	–	831
2019 Q2	$154K	Hold	3,904	–	–	0.05%	157
2019 Q1	$148K	Hold	3,904	–	–	0.05%	156
2018 Q4	$128K	Hold	3,904	–	–	0.06%	145
2018 Q3	$152K	Hold	3,904	–	–	0.05%	152
2018 Q2	$140K	Hold	3,904	–	–	0.06%	164
2018 Q1	$133K	Hold	3,904	–	–	0.04%	172
2017 Q4	$131K	Hold	3,904	–	–	0.04%	174
2017 Q3	$122K	Hold	3,904	–	–	0.05%	218
2017 Q2	$119K	Hold	3,904	–	–	0.05%	225
2017 Q1	$115K	Hold	3,904	–	–	0.05%	226
2016 Q4	$102K	Hold	3,904	–	–	0.04%	178
2016 Q3	$102K	Hold	3,904	–	–	0.06%	179
2016 Q2	$102K	Hold	3,904	–	–	0.06%	175
2016 Q1	$97K	Buy	+3,904	New	+$92.2K	0.08%	140

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

Proficio Capital Partners's IWF Position: Q2 2026 in Review

Proficio Capital Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.9% in Q2 2026, buying an estimated $28.9K and bringing the position to 3,280 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #393.

Proficio Capital Partners first reported a position in IWF in Q1 2016 and has held it in 19 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Proficio Capital Partners held 3,280 shares of iShares Russell 1000 Growth ETF worth $407K as of Q2 2026.
Proficio Capital Partners bought 240 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $28.9K.
iShares Russell 1000 Growth ETF made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #393 holding.
Proficio Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 19 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.