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

Tandem Capital 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 Q1	$466K	Buy	4,372 +20	+0.5%	+$2.27K	0.23%	83
2025 Q4	$515K	Hold	4,352	–	–	0.23%	86
2025 Q3	$510K	Hold	4,352	–	–	0.24%	85
2025 Q2	$462K	Hold	4,352	–	–	0.23%	84
2025 Q1	$393K	Hold	4,352	–	–	0.22%	87
2024 Q4	$437K	Buy	4,352 +80	+2%	+$7.87K	0.23%	88
2024 Q3	$401K	Sell	4,272 -140	-3%	-$12.7K	0.21%	91
2024 Q2	$417K	Hold	4,412	–	–	0.23%	91
2024 Q1	$372K	Sell	4,412 -1,096	-20%	-$88.3K	0.21%	91
2023 Q4	$417K	Buy	5,508 +1,240	+29%	+$87.7K	0.26%	84
2023 Q3	$284K	Buy	4,268 +920	+27%	+$63.5K	0.19%	93
2023 Q2	$230K	Hold	3,348	–	–	0.15%	104
2023 Q1	$205K	Buy	+3,348	New	+$193K	0.14%	103

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

Tandem Capital Management's IWF Position: Q1 2026 in Review

Tandem Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.46% in Q1 2026, buying an estimated $2.27K and bringing the position to 4,372 shares worth $466K. The position accounts for 0.23% of the portfolio, ranked #83.

Tandem Capital Management first reported a position in IWF in Q1 2023 and has held it in 13 quarters since. The position peaked at $515K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Tandem Capital Management held 4,372 shares of iShares Russell 1000 Growth ETF worth $466K as of Q1 2026.
Tandem Capital Management bought 20 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.27K.
iShares Russell 1000 Growth ETF made up 0.23% of Tandem Capital Management's portfolio in Q1 2026, its #83 holding.
Tandem Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Tandem Capital Management's iShares Russell 1000 Growth ETF position peaked at $515K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.