Cloud Capital Management, LLC IWF β€” ISHARES RUSSELL 1000 GROWTH

Ownership history in Cloud Capital Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Cloud Capital Management, LLC reported ISHARES RUSSELL 1000 GROWTH (IWF) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.19% in 2026 Q1. The latest visible filing shows IWF at 1.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cloud Capital Management, LLC's position in ISHARES RUSSELL 1000 GROWTH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWF was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cloud Capital Management, LLC held IWF β€” position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 6,409 +2,704 +73.0% 1.19% $3K 2026-05-12 $123.35
2025 Q4 ADDED β€” β€” β€” 3,705 +3,489 +1615.3% 0.83% $2K 2026-02-12 $112.14
2025 Q3 UNCHANGED β€” β€” β€” 216 β€” 0% 0.05% $101 2025-11-03 $121.76
2025 Q1 INITIATED β€” β€” β€” 216 β€” β€” 0.06% $78 2025-04-29 $91.33

FAQ About Cloud Capital Management, LLC and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cloud Capital Management, LLC reported owning IWF?

Cloud Capital Management, LLC reported IWF across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported IWF position in Cloud Capital Management, LLC's portfolio?

The largest reported portfolio weight for IWF was 1.19% in 2026 Q1.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q1, when Cloud Capital Management, LLC reported 6,409 shares, equal to 1.19% of portfolio, with an estimated market value of $3K.

What does the chart on this IWF ownership page compare?

The chart compares Cloud Capital Management, LLC's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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