Tanager Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tanager Wealth Management’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	$439K	Sell	3,536 -176	-5%	-$21.2K	0.04%	102
2026 Q1	$396K	Buy	3,712 +1,548	+72%	+$176K	0.04%	97
2025 Q4	$256K	Buy	2,164 +400	+23%	+$47.4K	0.03%	113
2025 Q3	$207K	Buy	+1,764	New	+$196K	0.02%	128
2024 Q3	–	Sell	-3,836	Closed	-$350K	–	110
2024 Q2	$350K	Buy	+3,836	New	+$328K	0.05%	69

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tanager Wealth Management's IWF Position: Q2 2026 in Review

Tanager Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.7% in Q2 2026, selling an estimated $21.2K and leaving 3,536 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #102.

Tanager Wealth Management first reported a position in IWF in Q2 2024 and has held it in 5 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Tanager Wealth Management held 3,536 shares of iShares Russell 1000 Growth ETF worth $439K as of Q2 2026.
Tanager Wealth Management sold 176 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $21.2K.
iShares Russell 1000 Growth ETF made up 0.04% of Tanager Wealth Management's portfolio in Q2 2026, its #102 holding.
Tanager Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 5 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.