Z3 Capital Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Z3 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	$1.05M	Sell	8,486 -742	-8%	-$89.5K	0.22%	77
2026 Q1	$984K	Sell	9,228 -496	-5%	-$56.3K	0.25%	76
2025 Q4	$1.15M	Buy	+9,724	New	+$1.15M	0.28%	67

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Z3 Capital Partners's IWF Position: Q2 2026 in Review

Z3 Capital Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8% in Q2 2026, selling an estimated $89.5K and leaving 8,486 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #77.

Z3 Capital Partners first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q4 2025. 2,425 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Z3 Capital Partners held 8,486 shares of iShares Russell 1000 Growth ETF worth $1.05M as of Q2 2026.
Z3 Capital Partners sold 742 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $89.5K.
iShares Russell 1000 Growth ETF made up 0.22% of Z3 Capital Partners's portfolio in Q2 2026, its #77 holding.
Z3 Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
Z3 Capital Partners's iShares Russell 1000 Growth ETF position peaked at $1.15M in Q4 2025.
2,425 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.