Tanglewood Legacy Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tanglewood Legacy 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 Q2	$8.87M	Buy	71,396 +700	+1%	+$84.4K	2.86%	6
2026 Q1	$7.54M	Buy	70,696 +2,044	+3%	+$232K	2.73%	6
2025 Q4	$8.12M	Sell	68,652 -924	-1%	-$109K	3.05%	5
2025 Q3	$8.15M	Buy	69,576 +1,992	+3%	+$222K	3.15%	4
2025 Q2	$7.17M	Buy	67,584 +512	+0.8%	+$49K	2.94%	5
2025 Q1	$6.05M	Sell	67,072 -828	-1%	-$81.7K	2.65%	5
2024 Q4	$6.82M	Sell	67,900 -92	-0.1%	-$9.05K	2.91%	4
2024 Q3	$6.38M	Buy	67,992 +276	+0.4%	+$25K	2.83%	4
2024 Q2	$6.17M	Buy	67,716 +2,984	+5%	+$255K	2.92%	4
2024 Q1	$5.45M	Sell	64,732 -460	-0.7%	-$37.1K	2.69%	6
2023 Q4	$4.94M	Buy	65,192 +20	+0%	+$1.41K	2.7%	6
2023 Q3	$4.33M	Buy	65,172 +200	+0.3%	+$13.8K	2.6%	7
2023 Q2	$4.47M	Sell	64,972 -4,748	-7%	-$302K	2.58%	7
2023 Q1	$4.26M	Sell	69,720 -164	-0.2%	-$9.45K	2.72%	7
2022 Q4	$3.74M	Buy	+69,884	New	+$3.84M	2.66%	9

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

Tanglewood Legacy Advisors's IWF Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.99% in Q2 2026, buying an estimated $84.4K and bringing the position to 71,396 shares worth $8.87M. The position accounts for 2.86% of the portfolio, ranked #6.

Tanglewood Legacy Advisors first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Tanglewood Legacy Advisors held 71,396 shares of iShares Russell 1000 Growth ETF worth $8.87M as of Q2 2026.
Tanglewood Legacy Advisors bought 700 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $84.4K.
iShares Russell 1000 Growth ETF made up 2.86% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #6 holding.
Tanglewood Legacy Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.