Talisman Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Talisman Wealth Advisors’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	$6.75M	Buy	63,304 +1,036	+2%	+$118K	5.44%	3
2025 Q4	$7.38M	Buy	62,268 +2,156	+4%	+$255K	5.74%	3
2025 Q3	$7.04M	Buy	60,112 +1,420	+2%	+$158K	5.83%	3
2025 Q2	$6.23M	Buy	58,692 +48	+0.1%	+$4.59K	5.69%	3
2025 Q1	$5.29M	Buy	58,644 +6,032	+11%	+$595K	5.44%	4
2024 Q4	$5.28M	Buy	52,612 +2,884	+6%	+$284K	5.6%	3
2024 Q3	$4.65M	Buy	49,728 +72	+0.1%	+$6.53K	4.89%	3
2024 Q2	$4.53M	Buy	49,656 +2,292	+5%	+$196K	5.23%	3
2024 Q1	$3.99M	Buy	47,364 +9,152	+24%	+$737K	5.02%	3
2023 Q4	$2.9M	Buy	38,212 +5,736	+18%	+$406K	4.3%	3
2023 Q3	$2.16M	Buy	32,476 +6,744	+26%	+$466K	3.74%	3
2023 Q2	$1.77M	Sell	25,732 -860	-3%	-$54.7K	3.02%	6
2023 Q1	$1.62M	Buy	26,592 +1,096	+4%	+$63.1K	2.93%	7
2022 Q4	$1.37M	Buy	+25,496	New	+$1.4M	2.9%	9

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

Talisman Wealth Advisors's IWF Position: Q1 2026 in Review

Talisman Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q1 2026, buying an estimated $118K and bringing the position to 63,304 shares worth $6.75M. The position accounts for 5.44% of the portfolio, ranked #3.

Talisman Wealth Advisors first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.38M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Talisman Wealth Advisors held 63,304 shares of iShares Russell 1000 Growth ETF worth $6.75M as of Q1 2026.
Talisman Wealth Advisors bought 1,036 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $118K.
iShares Russell 1000 Growth ETF made up 5.44% of Talisman Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Talisman Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $7.38M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.