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

Sierra 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 Q1	$4.14M	Hold	38,872	–	–	0.45%	57
2025 Q4	$4.6M	Hold	38,872	–	–	0.49%	53
2025 Q3	$4.55M	Hold	38,872	–	–	0.5%	52
2025 Q2	$4.13M	Hold	38,872	–	–	0.48%	53
2025 Q1	$3.51M	Hold	38,872	–	–	0.42%	55
2024 Q4	$3.9M	Hold	38,872	–	–	0.46%	57
2024 Q3	$3.65M	Hold	38,872	–	–	0.44%	60
2024 Q2	$3.54M	Hold	38,872	–	–	0.47%	53
2024 Q1	$3.27M	Buy	+38,872	New	+$3.13M	0.43%	59
2023 Q1	–	Sell	-804	Closed	-$43K	–	372
2022 Q4	$43K	Buy	804 +4	+0.5%	+$220	0.01%	267
2022 Q3	$42K	Hold	800	–	–	0.01%	271
2022 Q2	$44K	Buy	+800	New	+$48K	0.01%	336

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

Sierra Capital's IWF Position: Q1 2026 in Review

Sierra Capital held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 38,872 shares worth $4.14M. The position accounts for 0.45% of the portfolio, ranked #57.

Sierra Capital first reported a position in IWF in Q2 2022 and has held it in 12 quarters since. The position peaked at $4.6M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Sierra Capital held 38,872 shares of iShares Russell 1000 Growth ETF worth $4.14M as of Q1 2026.
Sierra Capital left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.45% of Sierra Capital's portfolio in Q1 2026, its #57 holding.
Sierra Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 12 quarters since.
Sierra Capital's iShares Russell 1000 Growth ETF position peaked at $4.6M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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