Sage Rhino Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sage Rhino 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 Q2	$1.01M	Buy	8,136 +136	+2%	+$16.4K	0.16%	105
2026 Q1	$853K	Hold	8,000	–	–	0.16%	106
2025 Q4	$947K	Hold	8,000	–	–	0.18%	100
2025 Q3	$937K	Hold	8,000	–	–	0.18%	101
2025 Q2	$849K	Hold	8,000	–	–	0.18%	98
2025 Q1	$722K	Hold	8,000	–	–	0.17%	105
2024 Q4	$803K	Hold	8,000	–	–	0.18%	100
2024 Q3	$751K	Hold	8,000	–	–	0.17%	106
2024 Q2	$729K	Hold	8,000	–	–	0.17%	105
2024 Q1	$674K	Hold	8,000	–	–	0.16%	108
2023 Q4	$606K	Hold	8,000	–	–	0.16%	110
2023 Q3	$532K	Hold	8,000	–	–	0.15%	113
2023 Q2	$550K	Hold	8,000	–	–	0.15%	109
2023 Q1	$489K	Hold	8,000	–	–	0.14%	117
2022 Q4	$428K	Hold	8,000	–	–	0.14%	121
2022 Q3	$421K	Hold	8,000	–	–	0.17%	103
2022 Q2	$437K	Hold	8,000	–	–	0.17%	103
2022 Q1	$555K	Hold	8,000	–	–	0.17%	112
2021 Q4	$611K	Hold	8,000	–	–	0.17%	105
2021 Q3	$548K	Hold	8,000	–	–	0.17%	98
2021 Q2	$543K	Hold	8,000	–	–	0.16%	103
2021 Q1	$486K	Hold	8,000	–	–	0.16%	95
2020 Q4	$482K	Hold	8,000	–	–	0.19%	90
2020 Q3	$434K	Hold	8,000	–	–	0.21%	92
2020 Q2	$384K	Hold	8,000	–	–	0.2%	95
2020 Q1	$301K	Hold	8,000	–	–	0.22%	91
2019 Q4	$361K	Hold	8,000	–	–	0.21%	101
2019 Q3	$319K	Hold	8,000	–	–	0.2%	97
2019 Q2	$315K	Hold	8,000	–	–	0.2%	97
2019 Q1	$303K	Buy	+8,000	New	+$287K	0.2%	96

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

Sage Rhino Capital's IWF Position: Q2 2026 in Review

Sage Rhino Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q2 2026, buying an estimated $16.4K and bringing the position to 8,136 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #105.

Sage Rhino Capital first reported a position in IWF in Q1 2019 and has held it in 30 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sage Rhino Capital held 8,136 shares of iShares Russell 1000 Growth ETF worth $1.01M as of Q2 2026.
Sage Rhino Capital bought 136 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $16.4K.
iShares Russell 1000 Growth ETF made up 0.16% of Sage Rhino Capital's portfolio in Q2 2026, its #105 holding.
Sage Rhino Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.