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

Sun Mountain 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
Q2 		$132M Hold
1,061,852
– – 71.58% 1
2026
Q1 		$113M Hold
1,061,852
– – 100% 1
2025
Q4 		$126M Buy
+1,061,852
New +$126M 100% 1

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sun Mountain Capital's IWF Position: Q2 2026 in Review

Sun Mountain Capital held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,061,852 shares worth $132M. The position accounts for 71.58% of the portfolio, ranked #1.

Sun Mountain Capital first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 2,425 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Sun Mountain Capital held 1,061,852 shares of iShares Russell 1000 Growth ETF worth $132M as of Q2 2026.
  • Sun Mountain Capital left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 71.58% of Sun Mountain Capital's portfolio in Q2 2026, its #1 holding.
  • Sun Mountain Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,425 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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