Suncoast Equity Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Suncoast Equity 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	–	Sell	-30,804	Closed	-$3.28M	–	80
2026 Q1	$3.28M	Sell	30,804 -1,400	-4%	-$159K	0.39%	33
2025 Q4	$3.81M	Buy	32,204 +4,552	+16%	+$539K	0.38%	30
2025 Q3	$3.24M	Sell	27,652 -1,152	-4%	-$128K	0.32%	31
2025 Q2	$3.06M	Hold	28,804	–	–	0.31%	31
2025 Q1	$2.6M	Hold	28,804	–	–	0.29%	30
2024 Q4	$2.89M	Hold	28,804	–	–	0.32%	26
2024 Q3	$2.7M	Buy	28,804 +1,684	+6%	+$153K	0.31%	28
2024 Q2	$2.47M	Hold	27,120	–	–	0.27%	30
2024 Q1	$2.29M	Hold	27,120	–	–	0.27%	31
2023 Q4	$2.06M	Hold	27,120	–	–	0.27%	31
2023 Q3	$1.8M	Buy	27,120 +12,624	+87%	+$872K	0.27%	30
2023 Q2	$997K	Buy	14,496 +4,280	+42%	+$272K	0.15%	35
2023 Q1	$624K	Buy	+10,216	New	+$589K	0.1%	40

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

Suncoast Equity Management's IWF Position: Q2 2026 in Review

Suncoast Equity Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 30,804 shares — an estimated $3.28M sold.

Suncoast Equity Management first reported a position in IWF in Q1 2023 and held it in 13 quarters. The position peaked at $3.81M in Q4 2025. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Suncoast Equity Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Suncoast Equity Management sold 30,804 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.28M.
Suncoast Equity Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and held it in 13 quarters.
Suncoast Equity Management's iShares Russell 1000 Growth ETF position peaked at $3.81M in Q4 2025.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.