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Talon Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Talon Private Wealth’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
2025
Q2 		$255K Sell
2,400
-1,200
-33% -$115K 0.04% 158
2025
Q1 		$350K Buy
3,600
+2,400
+200% +$237K 0.05% 130
2024
Q4 		$120K Hold
1,200
– – 0.03% 133
2024
Q3 		$113K Buy
+1,200
New +$109K 0.02% 91

Other funds holding IWF

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

Talon Private Wealth's IWF Position: Q2 2025 in Review

Talon Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 33% in Q2 2025, selling an estimated $115K and leaving 2,400 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #158.

Talon Private Wealth first reported a position in IWF in Q3 2024 and has held it in 4 quarters since. The position peaked at $350K in Q1 2025. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Talon Private Wealth held 2,400 shares of iShares Russell 1000 Growth ETF worth $255K as of Q2 2025.
  • Talon Private Wealth sold 1,200 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $115K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Talon Private Wealth's portfolio in Q2 2025, its #158 holding.
  • Talon Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • Talon Private Wealth's iShares Russell 1000 Growth ETF position peaked at $350K in Q1 2025.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.