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Taylor & Morgan Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Taylor & Morgan 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 		$896K Hold
7,216
– – 0.44% 32
2026
Q1 		$769K Hold
7,216
– – 0.44% 33
2025
Q4 		$854K Hold
7,216
– – 0.48% 31
2025
Q3 		$845K Hold
7,216
– – 0.52% 29
2025
Q2 		$766K Hold
7,216
– – 0.52% 29
2025
Q1 		$651K Hold
7,216
– – 0.49% 34
2024
Q4 		$724K Hold
7,216
– – 0.51% 28
2024
Q3 		$677K Buy
7,216
+40
+0.6% +$3.63K 0.45% 31
2024
Q2 		$654K Buy
7,176
+456
+7% +$38.9K 0.46% 31
2024
Q1 		$566K Buy
6,720
+16
+0.2% +$1.29K 0.42% 36
2023
Q4 		$508K Hold
6,704
– – 0.4% 38
2023
Q3 		$446K Hold
6,704
– – 0.4% 40
2023
Q2 		$461K Hold
6,704
– – 0.38% 41
2023
Q1 		$409K Hold
6,704
– – 0.36% 47
2022
Q4 		$359K Hold
6,704
– – 0.34% 49
2022
Q3 		$353K Hold
6,704
– – 0.35% 51
2022
Q2 		$367K Hold
6,704
– – 0.35% 52
2022
Q1 		$465K Hold
6,704
– – 0.38% 47
2021
Q4 		$512K Buy
+6,704
New +$497K 0.41% 46

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Taylor & Morgan Wealth Management's IWF Position: Q2 2026 in Review

Taylor & Morgan Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 7,216 shares worth $896K. The position accounts for 0.44% of the portfolio, ranked #32.

Taylor & Morgan Wealth Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 1,232 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Taylor & Morgan Wealth Management held 7,216 shares of iShares Russell 1000 Growth ETF worth $896K as of Q2 2026.
  • Taylor & Morgan Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.44% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,232 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.