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

Viewpoint Capital 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 Q1	$154K	Hold	1,448	–	–	0.07%	103
2025 Q4	$171K	Hold	1,448	–	–	0.07%	105
2025 Q3	$170K	Hold	1,448	–	–	0.07%	109
2025 Q2	$154K	Hold	1,448	–	–	0.08%	106
2025 Q1	$131K	Hold	1,448	–	–	0.07%	111
2024 Q4	$145K	Hold	1,448	–	–	0.08%	106
2024 Q3	$135K	Hold	1,448	–	–	0.08%	107
2024 Q2	$132K	Buy	+1,448	New	+$124K	0.08%	105

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

Viewpoint Capital Management's IWF Position: Q1 2026 in Review

Viewpoint Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 1,448 shares worth $154K. The position accounts for 0.07% of the portfolio, ranked #103.

Viewpoint Capital Management first reported a position in IWF in Q2 2024 and has held it in 8 quarters since. The position peaked at $171K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Viewpoint Capital Management held 1,448 shares of iShares Russell 1000 Growth ETF worth $154K as of Q1 2026.
Viewpoint Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.07% of Viewpoint Capital Management's portfolio in Q1 2026, its #103 holding.
Viewpoint Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Viewpoint Capital Management's iShares Russell 1000 Growth ETF position peaked at $171K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.