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

SCS 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 Q1	$30.4M	Sell	284,792 -3,040	-1%	-$345K	0.32%	48
2025 Q4	$34.1M	Buy	287,832 +4,124	+1%	+$488K	0.36%	44
2025 Q3	$33.2M	Sell	283,708 -5,144	-2%	-$573K	0.36%	44
2025 Q2	$30.7M	Buy	288,852 +324	+0.1%	+$31K	0.34%	47
2025 Q1	$26M	Buy	+288,528	New	+$28.5M	0.33%	44

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

SCS Capital Management's IWF Position: Q1 2026 in Review

SCS Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q1 2026, selling an estimated $345K and leaving 284,792 shares worth $30.4M. The position accounts for 0.32% of the portfolio, ranked #48.

SCS Capital Management first reported a position in IWF in Q1 2025 and has held it in 5 quarters since. The position peaked at $34.1M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

SCS Capital Management held 284,792 shares of iShares Russell 1000 Growth ETF worth $30.4M as of Q1 2026.
SCS Capital Management sold 3,040 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $345K.
iShares Russell 1000 Growth ETF made up 0.32% of SCS Capital Management's portfolio in Q1 2026, its #48 holding.
SCS Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 5 quarters since.
SCS Capital Management's iShares Russell 1000 Growth ETF position peaked at $34.1M in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.