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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAGStone Capital's IWF Position: Q1 2026 in Review

TAGStone Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.07% in Q1 2026, selling an estimated $908 and leaving 11,264 shares worth $1.2M. The position accounts for 0.42% of the portfolio, ranked #45.

TAGStone Capital first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • TAGStone Capital held 11,264 shares of iShares Russell 1000 Growth ETF worth $1.2M as of Q1 2026.
  • TAGStone Capital sold 8 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $908.
  • iShares Russell 1000 Growth ETF made up 0.42% of TAGStone Capital's portfolio in Q1 2026, its #45 holding.
  • TAGStone Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • TAGStone Capital's iShares Russell 1000 Growth ETF position peaked at $1.33M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.