SCG
IWF icon

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

Sonata Capital Group’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 		$21.1M Buy
170,129
+569
+0.3% +$68.6K 6.82% 1
2026
Q1 		$18.1M Buy
169,560
+348
+0.2% +$39.5K 6.67% 1
2025
Q4 		$20M Sell
169,212
-2,568
-1% -$304K 7.23% 1
2025
Q3 		$20.1M Buy
171,780
+980
+0.6% +$109K 7.43% 1
2025
Q2 		$18.1M Sell
170,800
-1,168
-0.7% -$112K 7.24% 1
2025
Q1 		$15.5M Sell
171,968
-2,708
-2% -$267K 6.76% 2
2024
Q4 		$17.5M Buy
174,676
+740
+0.4% +$72.8K 7.26% 1
2024
Q3 		$16.3M Buy
173,936
+576
+0.3% +$52.2K 6.9% 2
2024
Q2 		$15.8M Buy
173,360
+8,108
+5% +$692K 8.11% 1
2024
Q1 		$13.9M Buy
165,252
+7,904
+5% +$637K 6.34% 2
2023
Q4 		$11.9M Sell
157,348
-532
-0.3% -$37.6K 5.93% 3
2023
Q3 		$10.5M Sell
157,880
-356
-0.2% -$24.6K 5.6% 3
2023
Q2 		$10.9M Sell
158,236
-4,056
-2% -$258K 5.63% 3
2023
Q1 		$9.91M Buy
162,292
+476
+0.3% +$27.4K 5.36% 3
2022
Q4 		$8.67M Sell
161,816
-4,640
-3% -$255K 4.82% 5
2022
Q3 		$8.76M Buy
166,456
+268
+0.2% +$15.8K 4.82% 3
2022
Q2 		$9.09M Sell
166,188
-4,688
-3% -$281K 4.72% 3
2022
Q1 		$11.9M Sell
170,876
-5,364
-3% -$366K 5.24% 3
2021
Q4 		$13.5M Sell
176,240
-1,676
-0.9% -$124K 5.64% 2
2021
Q3 		$12.2M Buy
177,916
+560
+0.3% +$39.6K 5.46% 2
2021
Q2 		$12M Sell
177,356
-2,928
-2% -$189K 5.47% 2
2021
Q1 		$11M Sell
180,284
-10,964
-6% -$667K 5.26% 2
2020
Q4 		$11.5M Buy
191,248
+1,908
+1% +$109K 5.7% 1
2020
Q3 		$10.3M Sell
189,340
-968
-0.5% -$51K 5.99% 1
2020
Q2 		$9.13M Buy
190,308
+11,220
+6% +$494K 5.79% 1
2020
Q1 		$6.75M Sell
179,088
-9,168
-5% -$395K 5.08% 2
2019
Q4 		$8.28M Buy
188,256
+428
+0.2% +$17.9K 5% 2
2019
Q3 		$7.5M Buy
187,828
+4,228
+2% +$170K 5.08% 2
2019
Q2 		$7.22M Buy
183,600
+10,332
+6% +$400K 5% 4
2019
Q1 		$6.56M Sell
173,268
-7,024
-4% -$252K 4.88% 4
2018
Q4 		$5.9M Sell
180,292
-1,028
-0.6% -$36.2K 4.81% 4
2018
Q3 		$7.07M Sell
181,320
-320
-0.2% -$12.1K 4.79% 3
2018
Q2 		$6.53M Sell
181,640
-12,900
-7% -$455K 4.69% 3
2018
Q1 		$6.62M Buy
194,540
+4,292
+2% +$150K 4.85% 4
2017
Q4 		$6.41M Sell
190,248
-1,724
-0.9% -$56.5K 4.62% 5
2017
Q3 		$6M Sell
191,972
-17,892
-9% -$548K 4.46% 5
2017
Q2 		$6.25M Sell
209,864
-5,616
-3% -$165K 4.66% 6
2017
Q1 		$6.13M Sell
215,480
-21,316
-9% -$591K 4.62% 5
2016
Q4 		$6.21M Buy
236,796
+5,616
+2% +$146K 4.84% 4
2016
Q3 		$6.02M Sell
231,180
-888
-0.4% -$23.1K 4.9% 4
2016
Q2 		$5.82M Sell
232,068
-10,084
-4% -$252K 4.96% 4
2016
Q1 		$6.04M Sell
242,152
-7,968
-3% -$188K 5.23% 4
2015
Q4 		$6.22M Buy
250,120
+5,060
+2% +$126K 5.47% 4
2015
Q3 		$5.7M Buy
245,060
+3,628
+2% +$89.3K 5.29% 4
2015
Q2 		$5.98M Sell
241,432
-10,948
-4% -$275K 5.13% 4
2015
Q1 		$6.24M Sell
252,380
-1,420
-0.6% -$34.7K 5.48% 4
2014
Q4 		$6.07M Buy
+253,800
New +$5.94M 5.5% 4

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Sonata Capital Group's IWF Position: Q2 2026 in Review

Sonata Capital Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.34% in Q2 2026, buying an estimated $68.6K and bringing the position to 170,129 shares worth $21.1M. The position accounts for 6.82% of the portfolio, ranked #1.

Sonata Capital Group first reported a position in IWF in Q4 2014 and has held it in 47 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sonata Capital Group held 170,129 shares of iShares Russell 1000 Growth ETF worth $21.1M as of Q2 2026.
  • Sonata Capital Group bought 569 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $68.6K.
  • iShares Russell 1000 Growth ETF made up 6.82% of Sonata Capital Group's portfolio in Q2 2026, its #1 holding.
  • Sonata Capital Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.