Ring Mountain Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ring Mountain Capital’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 Q3	$765K	Sell	6,106 -27	-0.4%	-$3.3K	0.31%	46
2026 Q2	$762K	Sell	6,133 -1,035	-14%	-$125K	0.32%	45
2026 Q1	$764K	Sell	7,168 -40	-0.6%	-$4.54K	0.42%	40
2025 Q4	$848K	Sell	7,208 -612	-8%	-$72.5K	0.43%	39
2025 Q3	$916K	Sell	7,820 -20	-0.3%	-$2.23K	0.51%	34
2025 Q2	$851K	Sell	7,840 -228	-3%	-$21.8K	0.52%	33
2025 Q1	$728K	Sell	8,068 -96	-1%	-$9.47K	0.55%	31
2024 Q4	$820K	Buy	+8,164	New	+$803K	0.55%	30

Other funds holding IWF

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Ring Mountain Capital's IWF Position: Q3 2026 in Review

Ring Mountain Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.44% in Q3 2026, selling an estimated $3.3K and leaving 6,106 shares worth $765K. The position accounts for 0.31% of the portfolio, ranked #46.

Ring Mountain Capital first reported a position in IWF in Q4 2024 and has held it in 8 quarters since. The position peaked at $916K in Q3 2025. 1,252 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Ring Mountain Capital held 6,106 shares of iShares Russell 1000 Growth ETF worth $765K as of Q3 2026.
Ring Mountain Capital sold 27 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $3.3K.
iShares Russell 1000 Growth ETF made up 0.31% of Ring Mountain Capital's portfolio in Q3 2026, its #46 holding.
Ring Mountain Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Ring Mountain Capital's iShares Russell 1000 Growth ETF position peaked at $916K in Q3 2025.
1,252 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.