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 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 $1.66T 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

Proficio Capital Partners's IWF Position: Q1 2026 in Review

Proficio Capital Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,040 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #204.

Proficio Capital Partners first reported a position in IWF in Q1 2016 and has held it in 18 quarters since. The position peaked at $360K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Proficio Capital Partners held 3,040 shares of iShares Russell 1000 Growth ETF worth $324K as of Q1 2026.
Proficio Capital Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #204 holding.
Proficio Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 18 quarters since.
Proficio Capital Partners's iShares Russell 1000 Growth ETF position peaked at $360K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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