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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
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 		$4.25M 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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TFO Wealth Partners's IWF Position: Q1 2026 in Review

TFO Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.02% in Q1 2026, buying an estimated $1.82K and bringing the position to 72,392 shares worth $7.72M. The position accounts for 1.05% of the portfolio, ranked #14.

TFO Wealth Partners first reported a position in IWF in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.56M in Q4 2025. 2,436 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • TFO Wealth Partners held 72,392 shares of iShares Russell 1000 Growth ETF worth $7.72M as of Q1 2026.
  • TFO Wealth Partners bought 16 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.82K.
  • iShares Russell 1000 Growth ETF made up 1.05% of TFO Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • TFO Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • TFO Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $8.56M in Q4 2025.
  • 2,436 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.