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

Waterloo 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 		$2.45M Buy
+19,769
New +$2.38M 0.14% 149
2025
Q4 		– Sell
-5,132
Closed -$601K – 474
2025
Q3 		$601K Hold
5,132
– – 0.04% 244
2025
Q2 		$545K Sell
5,132
-1,164
-18% -$111K 0.04% 258
2025
Q1 		$568K Buy
6,296
+164
+3% +$16.2K 0.05% 231
2024
Q4 		$616K Sell
6,132
-296
-5% -$29.1K 0.06% 205
2024
Q3 		$603K Sell
6,428
-264
-4% -$23.9K 0.07% 210
2024
Q2 		$610K Hold
6,692
– – 0.07% 198
2024
Q1 		$564K Hold
6,692
– – 0.07% 207
2023
Q4 		$507K Hold
6,692
– – 0.08% 209
2023
Q3 		$445K Sell
6,692
-15,608
-70% -$1.08M 0.13% 108
2023
Q2 		$1.53M Buy
22,300
+10,932
+96% +$695K 0.45% 41
2023
Q1 		$694K Buy
+11,368
New +$655K 0.21% 70
2020
Q1 		$633K Buy
+16,796
New +$724K 0.45% 51

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

Waterloo Capital's IWF Position: Q2 2026 in Review

Waterloo Capital opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 19,769 shares worth $2.45M. The stake represents 0.14% of the portfolio and ranks #149 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in IWF as recently as Q3 2025.

Waterloo Capital first reported a position in IWF in Q1 2020 and has held it in 13 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Waterloo Capital held 19,769 shares of iShares Russell 1000 Growth ETF worth $2.45M as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Waterloo Capital position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.14% of Waterloo Capital's portfolio in Q2 2026, its #149 holding.
  • Waterloo Capital first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 13 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.