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

WealthBridge 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	$2.51M	Sell	23,584 -108	-0.5%	-$12.3K	0.58%	39
2025 Q4	$2.8M	Sell	23,692 -404	-2%	-$47.9K	0.64%	35
2025 Q3	$2.82M	Sell	24,096 -548	-2%	-$61K	0.66%	35
2025 Q2	$2.62M	Buy	24,644 +80	+0.3%	+$7.65K	0.66%	34
2025 Q1	$2.22M	Sell	24,564 -348	-1%	-$34.3K	0.63%	39
2024 Q4	$2.5M	Buy	24,912 +424	+2%	+$41.7K	0.69%	33
2024 Q3	$2.3M	Sell	24,488 -136	-0.6%	-$12.3K	0.66%	37
2024 Q2	$2.24M	Sell	24,624 -208	-0.8%	-$17.8K	0.74%	29
2024 Q1	$2.09M	Buy	24,832 +88	+0.4%	+$7.09K	0.7%	35
2023 Q4	$1.88M	Buy	24,744 +88	+0.4%	+$6.22K	0.7%	34
2023 Q3	$1.64M	Buy	24,656 +28	+0.1%	+$1.93K	0.68%	33
2023 Q2	$1.69M	Sell	24,628 -660	-3%	-$42K	0.68%	32
2023 Q1	$1.54M	Sell	25,288 -1,432	-5%	-$82.5K	0.62%	39
2022 Q4	$1.43M	Sell	26,720 -1,660	-6%	-$91.3K	0.6%	42
2022 Q3	$1.55M	Hold	28,380	–	–	0.66%	34
2022 Q2	$1.55M	Buy	28,380 +2,928	+12%	+$176K	0.66%	34
2022 Q1	$1.77M	Buy	25,452 +44	+0.2%	+$3K	0.66%	31
2021 Q4	$1.94M	Sell	25,408 -160	-0.6%	-$11.9K	0.72%	32
2021 Q3	$1.75M	Sell	25,568 -840	-3%	-$59.4K	0.65%	38
2021 Q2	$1.79M	Sell	26,408 -584	-2%	-$37.7K	0.65%	36
2021 Q1	$1.64M	Buy	26,992 +104	+0.4%	+$6.33K	0.67%	35
2020 Q4	$1.62M	Sell	26,888 -496	-2%	-$28.2K	0.71%	34
2020 Q3	$1.49M	Sell	27,384 -1,480	-5%	-$78K	0.76%	32
2020 Q2	$1.39M	Buy	28,864 +2,020	+8%	+$89K	0.78%	31
2020 Q1	$1.01M	Buy	26,844 +4,920	+22%	+$212K	0.7%	34
2019 Q4	$964K	Buy	21,924 +1,548	+8%	+$64.6K	0.62%	41
2019 Q3	$813K	Sell	20,376 -796	-4%	-$31.9K	0.59%	44
2019 Q2	$693K	Buy	21,172 +796	+4%	+$30.8K	0.63%	40
2019 Q1	$787K	Sell	20,376 -796	-4%	-$28.6K	0.5%	43
2018 Q4	$693K	Buy	+21,172	New	+$746K	0.53%	40

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

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

WealthBridge Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.46% in Q1 2026, selling an estimated $12.3K and leaving 23,584 shares worth $2.51M. The position accounts for 0.58% of the portfolio, ranked #39.

WealthBridge Capital Management first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.82M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

WealthBridge Capital Management held 23,584 shares of iShares Russell 1000 Growth ETF worth $2.51M as of Q1 2026.
WealthBridge Capital Management sold 108 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $12.3K.
iShares Russell 1000 Growth ETF made up 0.58% of WealthBridge Capital Management's portfolio in Q1 2026, its #39 holding.
WealthBridge Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
WealthBridge Capital Management's iShares Russell 1000 Growth ETF position peaked at $2.82M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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