TFO Wealth Partners
IWF icon

TFO Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TFO Wealth Partners’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 		$9.27M Buy
73,996
+428
+0.6% +$52.4K 1.19% 15
2026
Q2 		$9.13M Buy
73,568
+1,176
+2% +$142K 0.99% 15
2026
Q1 		$7.72M Buy
72,392
+16
+0% +$1.82K 1.05% 14
2025
Q4 		$8.56M Sell
72,376
-424
-0.6% -$50.2K 1.28% 10
2025
Q3 		$8.52M Buy
72,800
+1,732
+2% +$193K 1.39% 8
2025
Q2 		$7.54M Buy
71,068
+16
+0% +$1.53K 1.33% 9
2025
Q1 		$6.41M Buy
+71,052
New +$7.01M 1.27% 9
2024
Q4 		– Sell
-71,760
Closed -$6.73M – 22
2024
Q3 		$6.73M Sell
71,760
-800
-1% -$72.5K 1.24% 10
2024
Q2 		$6.61M Sell
72,560
-3,112
-4% -$266K 1.29% 9
2024
Q1 		$6.38M Sell
75,672
-5,416
-7% -$436K 1.24% 9
2023
Q4 		$6.15M Sell
81,088
-2,300
-3% -$163K 1.25% 9
2023
Q3 		$5.74M Hold
83,388
– – 1.2% 9
2023
Q2 		$5.74M Sell
83,388
-544
-0.6% -$34.6K 1.21% 9
2023
Q1 		$5.13M Buy
83,932
+54,324
+183% +$3.13M 1.12% 9
2022
Q4 		$1.12M Sell
29,608
-54,268
-65% -$2.99M 0.26% 19
2022
Q3 		$4.41M Sell
83,876
-184
-0.2% -$10.8K 1.1% 10
2022
Q2 		$4.6M Buy
84,060
+8
+0% +$480 1.03% 10
2022
Q1 		$5.83M Buy
84,052
+12
+0% +$819 1.16% 9
2021
Q4 		$6.33M Sell
84,040
-4,452
-5% -$330K 1.21% 9
2021
Q3 		$6.06M Hold
88,492
– – 1.2% 9
2021
Q2 		$6.02M Sell
88,492
-15,308
-15% -$987K 1.19% 9
2021
Q1 		$6.31M Sell
103,800
-1,200
-1% -$73K 1.89% 6
2020
Q4 		$6.33M Buy
105,000
+19,804
+23% +$1.13M 2.01% 6
2020
Q3 		$4.62M Sell
85,196
-3,476
-4% -$183K 1.78% 5
2020
Q2 		$4.26M Sell
88,672
-3,276
-4% -$144K 1.68% 6
2020
Q1 		$3.46M Buy
91,948
+5,848
+7% +$252K 1.49% 6
2019
Q4 		$3.79M Buy
+86,100
New +$3.59M 3.48% 6

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TFO Wealth Partners's IWF Position: Q3 2026 in Review

TFO Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.58% in Q3 2026, buying an estimated $52.4K and bringing the position to 73,996 shares worth $9.27M. The position accounts for 1.19% of the portfolio, ranked #15.

TFO Wealth Partners first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • TFO Wealth Partners held 73,996 shares of iShares Russell 1000 Growth ETF worth $9.27M as of Q3 2026.
  • TFO Wealth Partners bought 428 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $52.4K.
  • iShares Russell 1000 Growth ETF made up 1.19% of TFO Wealth Partners's portfolio in Q3 2026, its #15 holding.
  • TFO Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on TFO Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.