TCFG Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TCFG 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 Q1	$581K	Buy	5,428 +440	+9%	+$49.9K	0.22%	110
2025 Q4	$593K	Sell	4,988 -560	-10%	-$66.3K	0.23%	114
2025 Q3	$652K	Buy	5,548 +28	+0.5%	+$3.12K	0.26%	97
2025 Q2	$586K	Buy	5,520 +2,652	+92%	+$254K	0.27%	105
2025 Q1	$259K	Buy	2,868 +560	+24%	+$55.2K	0.13%	189
2024 Q4	$232K	Hold	2,308	–	–	0.12%	195
2024 Q3	$217K	Buy	+2,308	New	+$209K	0.11%	199

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TCFG Wealth Management's IWF Position: Q1 2026 in Review

TCFG Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.8% in Q1 2026, buying an estimated $49.9K and bringing the position to 5,428 shares worth $581K. The position accounts for 0.22% of the portfolio, ranked #110.

TCFG Wealth Management first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. The position peaked at $652K in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

TCFG Wealth Management held 5,428 shares of iShares Russell 1000 Growth ETF worth $581K as of Q1 2026.
TCFG Wealth Management bought 440 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $49.9K.
iShares Russell 1000 Growth ETF made up 0.22% of TCFG Wealth Management's portfolio in Q1 2026, its #110 holding.
TCFG Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's iShares Russell 1000 Growth ETF position peaked at $652K in Q3 2025.
2,445 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.