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

Vicus 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 		$248K Buy
+1,994
New +$240K 0.02% 247
2021
Q1 		– Sell
-4,044
Closed -$244K – 242
2020
Q4 		$244K Buy
+4,044
New +$230K 0.03% 197
2015
Q2 		– Sell
-330,984
Closed -$8.19M – 191
2015
Q1 		$8.19M Buy
+330,984
New +$8.09M 1.58% 14

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vicus Capital's IWF Position: Q2 2026 in Review

Vicus Capital opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,994 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: Vicus Capital previously reported a position in IWF as recently as Q4 2020.

Vicus Capital first reported a position in IWF in Q1 2015 and has held it in 3 quarters since. The position peaked at $8.19M in Q1 2015. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Vicus Capital held 1,994 shares of iShares Russell 1000 Growth ETF worth $248K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Vicus Capital position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.02% of Vicus Capital's portfolio in Q2 2026, its #247 holding.
  • Vicus Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 3 quarters since.
  • Vicus Capital's iShares Russell 1000 Growth ETF position peaked at $8.19M in Q1 2015.
  • 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.