TD Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TD Capital 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	$356K	Buy	2,870 +2	+0.1%	+$241	0.03%	104
2026 Q1	$306K	Hold	2,868	–	–	0.03%	105
2025 Q4	$340K	Hold	2,868	–	–	0.03%	96
2025 Q3	$336K	Hold	2,868	–	–	0.03%	93
2025 Q2	$305K	Hold	2,868	–	–	0.03%	97
2025 Q1	$259K	Hold	2,868	–	–	0.03%	94
2024 Q4	$288K	Hold	2,868	–	–	0.03%	89
2024 Q3	$269K	Hold	2,868	–	–	0.03%	90
2024 Q2	$262K	Hold	2,868	–	–	0.03%	93
2024 Q1	$242K	Hold	2,868	–	–	0.03%	93
2023 Q4	$217K	Hold	2,868	–	–	0.02%	96
2023 Q3	$191K	Hold	2,868	–	–	0.02%	96
2023 Q2	$197K	Hold	2,868	–	–	0.02%	92
2023 Q1	$175K	Hold	2,868	–	–	0.02%	94
2022 Q4	$154K	Hold	2,868	–	–	0.02%	98
2022 Q3	$151K	Buy	+2,868	New	+$169K	0.02%	95
2022 Q1	–	Sell	-2,868	Closed	-$219K	–	227
2021 Q4	$219K	Hold	2,868	–	–	0.02%	86
2021 Q3	$197K	Hold	2,868	–	–	0.02%	84
2021 Q2	$195K	Hold	2,868	–	–	0.02%	78
2021 Q1	$174K	Hold	2,868	–	–	0.02%	77
2020 Q4	$173K	Hold	2,868	–	–	0.02%	68
2020 Q3	$156K	Hold	2,868	–	–	0.02%	63
2020 Q2	$138K	Hold	2,868	–	–	0.02%	63
2020 Q1	$108K	Hold	2,868	–	–	0.02%	66
2019 Q4	$126K	Hold	2,868	–	–	0.02%	67
2019 Q3	$115K	Hold	2,868	–	–	0.02%	67
2019 Q2	$113K	Hold	2,868	–	–	0.02%	62
2019 Q1	$109K	Hold	2,868	–	–	0.02%	63
2018 Q4	$94K	Hold	2,868	–	–	0.02%	65
2018 Q3	$112K	Hold	2,868	–	–	0.03%	58
2018 Q2	$103K	Hold	2,868	–	–	0.03%	58
2018 Q1	$98K	Buy	2,868 +8	+0.3%	+$280	0.03%	59
2017 Q4	$96K	Buy	2,860 +8	+0.3%	+$262	0.03%	61
2017 Q3	$89K	Hold	2,852	–	–	0.03%	61
2017 Q2	$85K	Hold	2,852	–	–	0.03%	58
2017 Q1	$81K	Hold	2,852	–	–	0.02%	58
2016 Q4	$75K	Hold	2,852	–	–	0.02%	59
2016 Q3	$74K	Hold	2,852	–	–	0.02%	57
2016 Q2	$72K	Hold	2,852	–	–	0.02%	61
2016 Q1	$71K	Hold	2,852	–	–	0.02%	60
2015 Q4	$71K	Hold	2,852	–	–	0.02%	60
2015 Q3	$66K	Hold	2,852	–	–	0.02%	67
2015 Q2	$71K	Hold	2,852	–	–	0.02%	70
2015 Q1	$71K	Hold	2,852	–	–	0.02%	75
2014 Q4	$68K	Hold	2,852	–	–	0.02%	82
2014 Q3	$65K	Hold	2,852	–	–	0.01%	83
2014 Q2	$65K	Hold	2,852	–	–	0.01%	79
2014 Q1	$62K	Buy	2,852 +8	+0.3%	+$172	0.01%	79
2013 Q4	$61K	Buy	2,844 +12	+0.4%	+$246	0.01%	73
2013 Q3	$55K	Buy	2,832 +20	+0.7%	+$383	0.01%	108
2013 Q2	$51K	Buy	+2,812	New	+$51.5K	0.01%	107

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

TD Capital Management's IWF Position: Q2 2026 in Review

TD Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.07% in Q2 2026, buying an estimated $241 and bringing the position to 2,870 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #104.

TD Capital Management first reported a position in IWF in Q2 2013 and has held it in 51 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

TD Capital Management held 2,870 shares of iShares Russell 1000 Growth ETF worth $356K as of Q2 2026.
TD Capital Management bought 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.03% of TD Capital Management's portfolio in Q2 2026, its #104 holding.
TD Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.