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

Wealthcare 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	$221K	Buy	+1,780	New	+$215K	0.02%	96
2026 Q1	–	Sell	-1,780	Closed	-$211K	–	95
2025 Q4	$211K	Hold	1,780	–	–	0.02%	87
2025 Q3	$208K	Buy	+1,780	New	+$198K	0.02%	82
2021 Q2	–	Sell	-1,688	Closed	-$103K	–	362
2021 Q1	$103K	Buy	+1,688	New	+$103K	0.01%	97
2017 Q2	–	Sell	-472	Closed	-$13K	–	191
2017 Q1	$13K	Hold	472	–	–	﹤0.01%	120
2016 Q4	$12K	Hold	472	–	–	﹤0.01%	116
2016 Q3	$12K	Hold	472	–	–	﹤0.01%	119
2016 Q2	$12K	Buy	+472	New	+$11.8K	﹤0.01%	117
2015 Q4	–	Sell	-8,840	Closed	-$206K	–	234
2015 Q3	$206K	Hold	8,840	–	–	0.03%	44
2015 Q2	$219K	Sell	8,840 -6,448	-42%	-$162K	0.03%	46
2015 Q1	$378K	Buy	15,288 +6,448	+73%	+$158K	0.05%	66
2014 Q4	$211K	Hold	8,840	–	–	0.03%	41
2014 Q3	$203K	Hold	8,840	–	–	0.03%	42
2014 Q2	$201K	Sell	8,840 -3,964	-31%	-$87K	0.03%	42
2014 Q1	$277K	Hold	12,804	–	–	0.04%	37
2013 Q4	$275K	Sell	12,804 -3,600	-22%	-$73.9K	0.05%	21
2013 Q3	$321K	Hold	16,404	–	–	0.05%	14
2013 Q2	$298K	Buy	+16,404	New	+$300K	0.05%	12

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

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

Wealthcare Capital Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,780 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #96 among its holdings. This is a return to the name: Wealthcare Capital Management previously reported a position in IWF as recently as Q4 2025.

Wealthcare Capital Management first reported a position in IWF in Q2 2013 and has held it in 18 quarters since. The position peaked at $378K in Q1 2015. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Wealthcare Capital Management held 1,780 shares of iShares Russell 1000 Growth ETF worth $221K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Wealthcare Capital Management position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Wealthcare Capital Management's portfolio in Q2 2026, its #96 holding.
Wealthcare Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 18 quarters since.
Wealthcare Capital Management's iShares Russell 1000 Growth ETF position peaked at $378K in Q1 2015.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.