TBH Global Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TBH Global Asset 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	$1.3M	Sell	10,474 -110	-1%	-$13.3K	0.24%	96
2026 Q1	$1.13M	Buy	+10,584	New	+$1.2M	0.23%	100
2025 Q4	–	Sell	-14,076	Closed	-$1.65M	–	257
2025 Q3	$1.65M	Buy	+14,076	New	+$1.57M	0.32%	78
2025 Q1	–	Sell	-14,312	Closed	-$1.44M	–	190
2024 Q4	$1.44M	Sell	14,312 -1,116	-7%	-$110K	0.34%	69
2024 Q3	$1.45M	Hold	15,428	–	–	0.32%	77
2024 Q2	$1.41M	Sell	15,428 -3,736	-19%	-$319K	0.31%	73
2024 Q1	$1.61M	Buy	19,164 +520	+3%	+$41.9K	0.32%	58
2023 Q4	$1.41M	Sell	18,644 -116	-0.6%	-$8.2K	0.29%	61
2023 Q3	$1.25M	Hold	18,760	–	–	0.24%	73
2023 Q2	$1.29M	Buy	18,760 +3,228	+21%	+$205K	0.25%	70
2023 Q1	$949K	Buy	15,532 +1,160	+8%	+$66.8K	0.2%	85
2022 Q4	$770K	Buy	14,372 +3,092	+27%	+$170K	0.19%	92
2022 Q3	$593K	Hold	11,280	–	–	0.15%	97
2022 Q2	$617K	Hold	11,280	–	–	0.15%	103
2022 Q1	$783K	Hold	11,280	–	–	0.17%	93
2021 Q4	$862K	Hold	11,280	–	–	0.18%	92
2021 Q3	$773K	Hold	11,280	–	–	0.18%	90
2021 Q2	$766K	Hold	11,280	–	–	0.18%	94
2021 Q1	$685K	Hold	11,280	–	–	0.18%	94
2020 Q4	$680K	Sell	11,280 -2,160	-16%	-$123K	0.21%	89
2020 Q3	$729K	Sell	13,440 -400	-3%	-$21.1K	0.25%	75
2020 Q2	$664K	Hold	13,840	–	–	0.26%	66
2020 Q1	$521K	Hold	13,840	–	–	0.22%	74
2019 Q4	$609K	Buy	+13,840	New	+$578K	0.18%	82

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

TBH Global Asset Management's IWF Position: Q2 2026 in Review

TBH Global Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q2 2026, selling an estimated $13.3K and leaving 10,474 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #96.

TBH Global Asset Management first reported a position in IWF in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.65M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

TBH Global Asset Management held 10,474 shares of iShares Russell 1000 Growth ETF worth $1.3M as of Q2 2026.
TBH Global Asset Management sold 110 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $13.3K.
iShares Russell 1000 Growth ETF made up 0.24% of TBH Global Asset Management's portfolio in Q2 2026, its #96 holding.
TBH Global Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 24 quarters since.
TBH Global Asset Management's iShares Russell 1000 Growth ETF position peaked at $1.65M in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.