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 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 $1.66T 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

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

Shelton Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 5,676 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #329.

Shelton Capital Management first reported a position in IWF in Q4 2021 and has held it in 6 quarters since. The position peaked at $671K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Shelton Capital Management held 5,676 shares of iShares Russell 1000 Growth ETF worth $605K as of Q1 2026.
Shelton Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #329 holding.
Shelton Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 6 quarters since.
Shelton Capital Management's iShares Russell 1000 Growth ETF position peaked at $671K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.