TFG
IWF icon

Team Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Team Financial Group’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
Q3 		$69.3K Buy
+553
New +$67.7K 0.03% 104
2026
Q2 		– Sell
-552
Closed -$58.9K – 156
2026
Q1 		$58.9K Hold
552
– – 0.03% 102
2025
Q4 		$65.3K Hold
552
– – 0.03% 89
2025
Q3 		$64.6K Hold
552
– – 0.03% 86
2025
Q2 		$58.5K Buy
+552
New +$52.8K 0.03% 80

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Team Financial Group's IWF Position: Q3 2026 in Review

Team Financial Group opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2026: 553 shares worth $69.3K. The stake represents 0.03% of the portfolio and ranks #104 among its holdings. This is a return to the name: Team Financial Group previously reported a position in IWF as recently as Q1 2026.

Team Financial Group first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Team Financial Group held 553 shares of iShares Russell 1000 Growth ETF worth $69.3K as of Q3 2026.
  • iShares Russell 1000 Growth ETF was a new Team Financial Group position in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Team Financial Group's portfolio in Q3 2026, its #104 holding.
  • Team Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.