TCV Trust & Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TCV Trust & 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	$2.17M	Hold	17,516	–	–	0.16%	79
2026 Q1	$1.87M	Hold	17,516	–	–	0.16%	80
2025 Q4	$2.07M	Hold	17,516	–	–	0.17%	78
2025 Q3	$2.05M	Hold	17,516	–	–	0.17%	75
2025 Q2	$1.86M	Hold	17,516	–	–	0.16%	81
2025 Q1	$1.58M	Hold	17,516	–	–	0.15%	85
2024 Q4	$1.76M	Sell	17,516 -360	-2%	-$35.4K	0.16%	78
2024 Q3	$1.68M	Sell	17,876 -580	-3%	-$52.6K	0.15%	82
2024 Q2	$1.68M	Hold	18,456	–	–	0.16%	79
2024 Q1	$1.56M	Sell	18,456 -292	-2%	-$23.5K	0.15%	82
2023 Q4	$1.42M	Sell	18,748 -732	-4%	-$51.8K	0.14%	85
2023 Q3	$1.3M	Hold	19,480	–	–	0.14%	86
2023 Q2	$1.34M	Hold	19,480	–	–	0.14%	90
2023 Q1	$1.19M	Hold	19,480	–	–	0.13%	92
2022 Q4	$1.04M	Hold	19,480	–	–	0.12%	97
2022 Q3	$1.02M	Sell	19,480 -5,300	-21%	-$312K	0.13%	94
2022 Q2	$1.35M	Hold	24,780	–	–	0.16%	90
2022 Q1	$1.72M	Hold	24,780	–	–	0.18%	85
2021 Q4	$1.89M	Sell	24,780 -112	-0.4%	-$8.3K	0.19%	83
2021 Q3	$1.71M	Sell	24,892 -1,788	-7%	-$126K	0.19%	85
2021 Q2	$1.81M	Hold	26,680	–	–	0.2%	83
2021 Q1	$1.62M	Hold	26,680	–	–	0.19%	84
2020 Q4	$1.61M	Hold	26,680	–	–	0.2%	84
2020 Q3	$1.45M	Hold	26,680	–	–	0.19%	85
2020 Q2	$1.28M	Buy	+26,680	New	+$1.18M	0.18%	88

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

TCV Trust & Wealth Management's IWF Position: Q2 2026 in Review

TCV Trust & Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 17,516 shares worth $2.17M. The position accounts for 0.16% of the portfolio, ranked #79.

TCV Trust & Wealth Management first reported a position in IWF in Q2 2020 and has held it in 25 quarters since. 1,324 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

TCV Trust & Wealth Management held 17,516 shares of iShares Russell 1000 Growth ETF worth $2.17M as of Q2 2026.
TCV Trust & Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.16% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #79 holding.
TCV Trust & Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
1,324 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.