Red Tortoise LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Red Tortoise LLC’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	$9.45K	Hold	88	–	–	﹤0.01%	299
2025 Q4	$10.5K	Hold	88	–	–	﹤0.01%	278
2025 Q3	$10.4K	Hold	88	–	–	﹤0.01%	273
2025 Q2	$9.41K	Hold	88	–	–	﹤0.01%	278
2025 Q1	$8.01K	Sell	88 -44	-33%	-$4.34K	﹤0.01%	281
2024 Q4	$13.3K	Hold	132	–	–	0.01%	202
2024 Q3	$12.5K	Hold	132	–	–	0.01%	216
2024 Q2	$12.1K	Hold	132	–	–	0.01%	216
2024 Q1	$11.2K	Buy	132 +40	+43%	+$3.22K	0.01%	207
2023 Q4	$7K	Hold	92	–	–	﹤0.01%	247
2023 Q3	$6.12K	Hold	92	–	–	﹤0.01%	242
2023 Q2	$6.33K	Buy	+92	New	+$5.85K	﹤0.01%	248

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

Red Tortoise LLC's IWF Position: Q1 2026 in Review

Red Tortoise LLC held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 88 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Red Tortoise LLC first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.3K in Q4 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Red Tortoise LLC held 88 shares of iShares Russell 1000 Growth ETF worth $9.45K as of Q1 2026.
Red Tortoise LLC left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #299 holding.
Red Tortoise LLC first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Red Tortoise LLC's iShares Russell 1000 Growth ETF position peaked at $13.3K in Q4 2024.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.