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

Wealthcare Capital Partners’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	$363K	Buy	2,920 +364	+14%	+$43.9K	0.15%	114
2026 Q1	$272K	Buy	2,556 +144	+6%	+$16.3K	0.13%	127
2025 Q4	$285K	Hold	2,412	–	–	0.13%	118
2025 Q3	$282K	Hold	2,412	–	–	0.13%	121
2025 Q2	$256K	Sell	2,412 -12	-0.5%	-$1.15K	0.13%	122
2025 Q1	$219K	Buy	+2,424	New	+$239K	0.11%	120

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Wealthcare Capital Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q2 2026, buying an estimated $43.9K and bringing the position to 2,920 shares worth $363K. The position accounts for 0.15% of the portfolio, ranked #114.

Wealthcare Capital Partners first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Wealthcare Capital Partners held 2,920 shares of iShares Russell 1000 Growth ETF worth $363K as of Q2 2026.
Wealthcare Capital Partners bought 364 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $43.9K.
iShares Russell 1000 Growth ETF made up 0.15% of Wealthcare Capital Partners's portfolio in Q2 2026, its #114 holding.
Wealthcare Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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