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 Q2	$180K	Hold	1,448	–	–	0.09%	94
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 $1.89T 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

Viewpoint Capital Management's IWF Position: Q2 2026 in Review

Viewpoint Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 1,448 shares worth $180K. The position accounts for 0.09% of the portfolio, ranked #94.

Viewpoint Capital Management first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Viewpoint Capital Management held 1,448 shares of iShares Russell 1000 Growth ETF worth $180K as of Q2 2026.
Viewpoint Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Viewpoint Capital Management's portfolio in Q2 2026, its #94 holding.
Viewpoint Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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