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

RB 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	$351K	Sell	2,824 -308	-10%	-$37.1K	0.07%	148
2026 Q1	$334K	Hold	3,132	–	–	0.07%	145
2025 Q4	$370K	Buy	3,132 +4	+0.1%	+$474	0.07%	145
2025 Q3	$366K	Buy	3,128 +4	+0.1%	+$445	0.08%	138
2025 Q2	$332K	Sell	3,124 -356	-10%	-$34K	0.08%	142
2025 Q1	$314K	Buy	3,480 +4	+0.1%	+$395	0.07%	143
2024 Q4	$349K	Buy	3,476 +4	+0.1%	+$393	0.08%	136
2024 Q3	$326K	Buy	3,472 +4	+0.1%	+$363	0.08%	145
2024 Q2	$316K	Buy	3,468 +4	+0.1%	+$342	0.08%	142
2024 Q1	$292K	Sell	3,464 -84	-2%	-$6.77K	0.08%	152
2023 Q4	$269K	Sell	3,548 -412	-10%	-$29.1K	0.08%	150
2023 Q3	$263K	Buy	3,960 +4	+0.1%	+$276	0.08%	150
2023 Q2	$272K	Buy	3,956 +4	+0.1%	+$254	0.08%	148
2023 Q1	$241K	Buy	3,952 +8	+0.2%	+$461	0.08%	158
2022 Q4	$211K	Buy	3,944 +16	+0.4%	+$880	0.07%	160
2022 Q3	$207K	Buy	3,928 +4	+0.1%	+$235	0.08%	160
2022 Q2	$215K	Buy	3,924 +8	+0.2%	+$480	0.08%	156
2022 Q1	$272K	Sell	3,916 -116	-3%	-$7.92K	0.09%	144
2021 Q4	$308K	Buy	4,032 +368	+10%	+$27.3K	0.1%	137
2021 Q3	$251K	Sell	3,664 -2,000	-35%	-$141K	0.09%	143
2021 Q2	$384K	Buy	5,664 +332	+6%	+$21.4K	0.15%	119
2021 Q1	$324K	Buy	5,332 +4	+0.1%	+$243	0.14%	117
2020 Q4	$321K	Buy	5,328 +428	+9%	+$24.4K	0.15%	113
2020 Q3	$269K	Buy	+4,900	New	+$258K	0.13%	121

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

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

RB Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.8% in Q2 2026, selling an estimated $37.1K and leaving 2,824 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #148.

RB Capital Management first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. The position peaked at $384K in Q2 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

RB Capital Management held 2,824 shares of iShares Russell 1000 Growth ETF worth $351K as of Q2 2026.
RB Capital Management sold 308 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $37.1K.
iShares Russell 1000 Growth ETF made up 0.07% of RB Capital Management's portfolio in Q2 2026, its #148 holding.
RB Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
RB Capital Management's iShares Russell 1000 Growth ETF position peaked at $384K in Q2 2021.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on RB Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.