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TCI Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TCI Wealth 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 		$790K Hold
6,364
– – 0.03% 133
2026
Q1 		$678K Sell
6,364
-540
-8% -$61.3K 0.04% 127
2025
Q4 		$817K Sell
6,904
-3,548
-34% -$420K 0.05% 115
2025
Q3 		$1.22M Buy
10,452
+2,820
+37% +$314K 0.07% 93
2025
Q2 		$810K Buy
7,632
+80
+1% +$7.65K 0.06% 110
2025
Q1 		$682K Buy
7,552
+720
+11% +$71K 0.05% 104
2024
Q4 		$686K Sell
6,832
-148
-2% -$14.6K 0.06% 104
2024
Q3 		$655K Sell
6,980
-320
-4% -$29K 0.06% 106
2024
Q2 		$665K Sell
7,300
-2,416
-25% -$206K 0.06% 101
2024
Q1 		$819K Buy
9,716
+4
+0% +$322 0.08% 90
2023
Q4 		$736K Sell
9,712
-336
-3% -$23.8K 0.08% 91
2023
Q3 		$668K Sell
10,048
-256
-2% -$17.7K 0.09% 89
2023
Q2 		$709K Buy
10,304
+2,640
+34% +$168K 0.09% 88
2023
Q1 		$468K Sell
7,664
-140
-2% -$8.07K 0.06% 112
2022
Q4 		$418K Sell
7,804
-8
-0.1% -$440 0.06% 111
2022
Q3 		$411K Sell
7,812
-260
-3% -$15.3K 0.07% 104
2022
Q2 		$441K Buy
8,072
+8
+0.1% +$480 0.07% 111
2022
Q1 		$560K Sell
8,064
-1,132
-12% -$77.3K 0.08% 95
2021
Q4 		$703K Sell
9,196
-788
-8% -$58.4K 0.1% 81
2021
Q3 		$684K Sell
9,984
-232
-2% -$16.4K 0.1% 88
2021
Q2 		$693K Buy
10,216
+780
+8% +$50.3K 0.12% 88
2021
Q1 		$573K Sell
9,436
-200
-2% -$12.2K 0.24% 89
2020
Q4 		$581K Sell
9,636
-104
-1% -$5.92K 0.26% 87
2020
Q3 		$528K Sell
9,740
-800
-8% -$42.1K 0.21% 81
2020
Q2 		$506K Buy
10,540
+624
+6% +$27.5K 0.22% 73
2020
Q1 		$373K Sell
9,916
-448
-4% -$19.3K 0.18% 91
2019
Q4 		$456K Sell
10,364
-132
-1% -$5.51K 0.18% 90
2019
Q3 		$419K Hold
10,496
– – 0.19% 92
2019
Q2 		$413K Sell
10,496
-1,644
-14% -$63.6K 0.19% 95
2019
Q1 		$459K Sell
12,140
-56
-0.5% -$2.01K 0.2% 91
2018
Q4 		$399K Buy
12,196
+1,028
+9% +$36.2K 0.19% 94
2018
Q3 		$435K Sell
11,168
-392
-3% -$14.8K 0.18% 97
2018
Q2 		$416K Buy
11,560
+5,100
+79% +$180K 0.19% 95
2018
Q1 		$220K Sell
6,460
-7,188
-53% -$252K 0.1% 132
2017
Q4 		$460K Buy
13,648
+7,040
+107% +$231K 0.2% 92
2017
Q3 		$207K Sell
6,608
-36
-0.5% -$1.1K 0.1% 132
2017
Q2 		$198K Buy
6,644
+952
+17% +$27.9K 0.1% 134
2017
Q1 		$162K Buy
5,692
+112
+2% +$3.11K 0.08% 154
2016
Q4 		$146K Hold
5,580
– – 0.08% 176
2016
Q3 		$145K Hold
5,580
– – 0.08% 161
2016
Q2 		$140K Hold
5,580
– – 0.08% 162
2016
Q1 		$139K Sell
5,580
-192
-3% -$4.54K 0.08% 166
2015
Q4 		$144K Hold
5,772
– – 0.08% 165
2015
Q3 		$134K Sell
5,772
-204
-3% -$5.02K 0.08% 164
2015
Q2 		$148K Hold
5,976
– – 0.08% 156
2015
Q1 		$148K Hold
5,976
– – 0.09% 138
2014
Q4 		$143K Sell
5,976
-408
-6% -$9.54K 0.09% 148
2014
Q3 		$146K Hold
6,384
– – 0.09% 143
2014
Q2 		$145K Sell
6,384
-1,920
-23% -$42.1K 0.09% 143
2014
Q1 		$180K Sell
8,304
-268
-3% -$5.75K 0.12% 130
2013
Q4 		$184K Buy
8,572
+2,884
+51% +$59.2K 0.12% 127
2013
Q3 		$111K Hold
5,688
– – 0.08% 145
2013
Q2 		$103K Buy
+5,688
New +$104K 0.08% 151

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

TCI Wealth Advisors's IWF Position: Q2 2026 in Review

TCI Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 6,364 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #133.

TCI Wealth Advisors first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.22M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • TCI Wealth Advisors held 6,364 shares of iShares Russell 1000 Growth ETF worth $790K as of Q2 2026.
  • TCI Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of TCI Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • TCI Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.22M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.