TF
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Tandem Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tandem Financial’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 		$4.93M Sell
39,682
-642
-2% -$77.4K 1.48% 20
2026
Q1 		$4.3M Sell
40,324
-34,028
-46% -$3.86M 1.37% 20
2025
Q4 		$7.46M Buy
74,352
+33,936
+84% +$4.02M 8.95% 3
2025
Q3 		$4.73M Sell
40,416
-588
-1% -$65.5K 1.76% 15
2025
Q2 		$4.35M Sell
41,004
-34,876
-46% -$3.33M 4.06% 7
2025
Q1 		$6.85M Buy
75,880
+1,416
+2% +$140K 7.41% 4
2024
Q4 		$7.48M Buy
+74,464
New +$7.32M 7.91% 3

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tandem Financial's IWF Position: Q2 2026 in Review

Tandem Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q2 2026, selling an estimated $77.4K and leaving 39,682 shares worth $4.93M. The position accounts for 1.48% of the portfolio, ranked #20.

Tandem Financial first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.48M in Q4 2024. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Tandem Financial held 39,682 shares of iShares Russell 1000 Growth ETF worth $4.93M as of Q2 2026.
  • Tandem Financial sold 642 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $77.4K.
  • iShares Russell 1000 Growth ETF made up 1.48% of Tandem Financial's portfolio in Q2 2026, its #20 holding.
  • Tandem Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Tandem Financial's iShares Russell 1000 Growth ETF position peaked at $7.48M in Q4 2024.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tandem Financial's 13F filing for Q2 2026, filed 14 Aug 2026.