U.S. Capital Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

U.S. Capital Wealth Advisors’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	$2.54M	Buy	23,856 +852	+4%	+$96.7K	0.06%	289
2025 Q4	$2.72M	Sell	23,004 -552	-2%	-$65.4K	0.07%	272
2025 Q3	$2.76M	Sell	23,556 -3,908	-14%	-$435K	0.07%	259
2025 Q2	$2.92M	Sell	27,464 -664	-2%	-$63.5K	0.09%	229
2025 Q1	$2.54M	Sell	28,128 -92	-0.3%	-$9.08K	0.08%	245
2024 Q4	$2.83M	Buy	28,220 +13,500	+92%	+$1.33M	0.09%	235
2024 Q3	$1.38M	Sell	14,720 -2,180	-13%	-$198K	0.05%	315
2024 Q2	$1.54M	Sell	16,900 -2,060	-11%	-$176K	0.06%	283
2024 Q1	$1.6M	Sell	18,960 -8,728	-32%	-$703K	0.06%	267
2023 Q4	$2.1M	Sell	27,688 -1,924	-6%	-$136K	0.08%	215
2023 Q3	$1.97M	Sell	29,612 -1,792	-6%	-$124K	0.09%	197
2023 Q2	$2.16M	Sell	31,404 -14,944	-32%	-$950K	0.1%	198
2023 Q1	$2.83M	Buy	46,348 +7,772	+20%	+$448K	0.13%	151
2022 Q4	$2.07M	Buy	38,576 +8,212	+27%	+$452K	0.1%	198
2022 Q3	$1.6M	Buy	30,364 +2,688	+10%	+$158K	0.08%	232
2022 Q2	$1.51M	Buy	27,676 +5,724	+26%	+$344K	0.07%	270
2022 Q1	$1.52M	Buy	21,952 +3,816	+21%	+$260K	0.06%	320
2021 Q4	$1.39M	Sell	18,136 -424	-2%	-$31.4K	0.05%	332
2021 Q3	$1.27M	Buy	+18,560	New	+$1.31M	0.06%	340

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

U.S. Capital Wealth Advisors's IWF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.7% in Q1 2026, buying an estimated $96.7K and bringing the position to 23,856 shares worth $2.54M. The position accounts for 0.06% of the portfolio, ranked #289.

U.S. Capital Wealth Advisors first reported a position in IWF in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.92M in Q2 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

U.S. Capital Wealth Advisors held 23,856 shares of iShares Russell 1000 Growth ETF worth $2.54M as of Q1 2026.
U.S. Capital Wealth Advisors bought 852 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $96.7K.
iShares Russell 1000 Growth ETF made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #289 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $2.92M in Q2 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.