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

Vision 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	$470K	Sell	3,784 -124	-3%	-$14.9K	0.05%	112
2026 Q1	$417K	Hold	3,908	–	–	0.05%	113
2025 Q4	$462K	Hold	3,908	–	–	0.06%	106
2025 Q3	$458K	Sell	3,908 -128	-3%	-$14.3K	0.06%	103
2025 Q2	$428K	Buy	4,036 +40	+1%	+$3.83K	0.06%	104
2025 Q1	$361K	Hold	3,996	–	–	0.05%	106
2024 Q4	$401K	Hold	3,996	–	–	0.06%	101
2024 Q3	$375K	Buy	3,996 +124	+3%	+$11.2K	0.05%	105
2024 Q2	$353K	Hold	3,872	–	–	0.05%	103
2024 Q1	$326K	Buy	3,872 +80	+2%	+$6.45K	0.05%	102
2023 Q4	$287K	Buy	+3,792	New	+$268K	0.04%	106
2023 Q3	–	Sell	-3,792	Closed	-$261K	–	88
2023 Q2	$261K	Buy	3,792 +436	+13%	+$27.7K	0.04%	94
2023 Q1	$205K	Buy	+3,356	New	+$193K	0.04%	102
2016 Q3	–	Sell	-8,680	Closed	-$218K	–	83
2016 Q2	$218K	Hold	8,680	–	–	0.09%	74
2016 Q1	$217K	Sell	8,680 -400	-4%	-$9.45K	0.05%	68
2015 Q4	$226K	Hold	9,080	–	–	0.05%	74
2015 Q3	$211K	Hold	9,080	–	–	0.05%	63
2015 Q2	$225K	Hold	9,080	–	–	0.04%	63
2015 Q1	$225K	Buy	+9,080	New	+$222K	0.03%	61

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

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

Vision Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q2 2026, selling an estimated $14.9K and leaving 3,784 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #112.

Vision Capital Management first reported a position in IWF in Q1 2015 and has held it in 19 quarters since. 2,515 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Vision Capital Management held 3,784 shares of iShares Russell 1000 Growth ETF worth $470K as of Q2 2026.
Vision Capital Management sold 124 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $14.9K.
iShares Russell 1000 Growth ETF made up 0.05% of Vision Capital Management's portfolio in Q2 2026, its #112 holding.
Vision Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 19 quarters since.
2,515 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.