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

Shelton 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	$705K	Sell	5,674 -2	-0%	-$241	0.01%	300
2026 Q1	$605K	Hold	5,676	–	–	0.01%	329
2025 Q4	$671K	Hold	5,676	–	–	0.01%	302
2025 Q3	$664K	Hold	5,676	–	–	0.01%	304
2025 Q2	$602K	Hold	5,676	–	–	0.01%	314
2025 Q1	$512K	Buy	+5,676	New	+$560K	0.01%	326
2022 Q1	–	Sell	-400	Closed	-$31K	–	841
2021 Q4	$31K	Buy	+400	New	+$29.7K	﹤0.01%	842

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

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

Shelton Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, selling an estimated $241 and leaving 5,674 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #300.

Shelton Capital Management first reported a position in IWF in Q4 2021 and has held it in 7 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Shelton Capital Management held 5,674 shares of iShares Russell 1000 Growth ETF worth $705K as of Q2 2026.
Shelton Capital Management sold 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #300 holding.
Shelton Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 7 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.