TFC Financial Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TFC Financial 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	$1.39M	Buy	11,193 +1,161	+12%	+$140K	0.15%	47
2026 Q1	$1.07M	Buy	10,032 +524	+6%	+$59.5K	0.13%	55
2025 Q4	$1.13M	Sell	9,508 -924	-9%	-$109K	0.14%	51
2025 Q3	$1.22M	Buy	10,432 +532	+5%	+$59.2K	0.16%	46
2025 Q2	$1.05M	Hold	9,900	–	–	0.14%	49
2025 Q1	$894K	Sell	9,900 -412	-4%	-$40.6K	0.14%	47
2024 Q4	$1.04M	Buy	10,312 +4	+0%	+$393	0.16%	44
2024 Q3	$968K	Hold	10,308	–	–	0.15%	44
2024 Q2	$939K	Hold	10,308	–	–	0.16%	46
2024 Q1	$869K	Hold	10,308	–	–	0.15%	50
2023 Q4	$781K	Buy	10,308 +4	+0%	+$283	0.16%	52
2023 Q3	$686K	Hold	10,304	–	–	0.16%	48
2023 Q2	$709K	Buy	10,304 +520	+5%	+$33.1K	0.17%	48
2023 Q1	$598K	Hold	9,784	–	–	0.15%	49
2022 Q4	$524K	Hold	9,784	–	–	0.15%	56
2022 Q3	$515K	Hold	9,784	–	–	0.16%	48
2022 Q2	$535K	Buy	9,784 +9,380	+2,322%	+$563K	0.16%	50
2022 Q1	$28K	Hold	404	–	–	0.01%	235
2021 Q4	$31K	Hold	404	–	–	0.01%	239
2021 Q3	$28K	Hold	404	–	–	0.01%	240
2021 Q2	$27K	Buy	+404	New	+$26K	0.01%	242

Other funds holding IWF

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 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

TFC Financial Management's IWF Position: Q2 2026 in Review

TFC Financial Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q2 2026, buying an estimated $140K and bringing the position to 11,193 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #47.

TFC Financial Management first reported a position in IWF in Q2 2021 and has held it in 21 quarters since. 1,456 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

TFC Financial Management held 11,193 shares of iShares Russell 1000 Growth ETF worth $1.39M as of Q2 2026.
TFC Financial Management bought 1,161 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $140K.
iShares Russell 1000 Growth ETF made up 0.15% of TFC Financial Management's portfolio in Q2 2026, its #47 holding.
TFC Financial Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 21 quarters since.
1,456 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.