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

TAGStone Capital’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 		$1.39M Sell
11,234
-30
-0.3% -$3.62K 0.44% 46
2026
Q1 		$1.2M Sell
11,264
-8
-0.1% -$908 0.42% 45
2025
Q4 		$1.33M Buy
11,272
+12
+0.1% +$1.42K 0.5% 42
2025
Q3 		$1.32M Buy
11,260
+8
+0.1% +$891 0.52% 42
2025
Q2 		$1.25M Buy
11,252
+12
+0.1% +$1.15K 0.52% 41
2025
Q1 		$1.01M Buy
11,240
+612
+6% +$60.4K 0.5% 43
2024
Q4 		$1.07M Buy
10,628
+12
+0.1% +$1.18K 0.53% 38
2024
Q3 		$996K Buy
10,616
+16
+0.2% +$1.45K 0.51% 40
2024
Q2 		$966K Buy
10,600
+12
+0.1% +$1.02K 0.55% 38
2024
Q1 		$892K Buy
10,588
+12
+0.1% +$967 0.52% 40
2023
Q4 		$802K Buy
10,576
+32
+0.3% +$2.26K 0.52% 39
2023
Q3 		$702K Hold
10,544
– – 0.52% 41
2023
Q2 		$725K Buy
10,544
+16
+0.2% +$1.02K 0.52% 39
2023
Q1 		$643K Buy
10,528
+20
+0.2% +$1.15K 0.48% 42
2022
Q4 		$563K Hold
10,508
– – 0.46% 45
2022
Q3 		$553K Buy
10,508
+160
+2% +$9.41K 0.51% 45
2022
Q2 		$566K Buy
10,348
+20
+0.2% +$1.2K 0.54% 47
2022
Q1 		$717K Buy
10,328
+16
+0.2% +$1.09K 0.6% 38
2021
Q4 		$788K Buy
+10,312
New +$764K 0.66% 36

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TAGStone Capital's IWF Position: Q2 2026 in Review

TAGStone Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.27% in Q2 2026, selling an estimated $3.62K and leaving 11,234 shares worth $1.39M. The position accounts for 0.44% of the portfolio, ranked #46.

TAGStone Capital first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • TAGStone Capital held 11,234 shares of iShares Russell 1000 Growth ETF worth $1.39M as of Q2 2026.
  • TAGStone Capital sold 30 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.62K.
  • iShares Russell 1000 Growth ETF made up 0.44% of TAGStone Capital's portfolio in Q2 2026, its #46 holding.
  • TAGStone Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.