Thompson Siegel & Walmsley’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Thompson Siegel & Walmsley’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	$4.93M	Hold	39,688	–	–	0.09%	232
2026 Q1	$4.23M	Sell	39,688 -548	-1%	-$62.2K	0.07%	245
2025 Q4	$4.76M	Hold	40,236	–	–	0.08%	227
2025 Q3	$4.71M	Sell	40,236 -980	-2%	-$109K	0.08%	231
2025 Q2	$4.38M	Hold	41,216	–	–	0.07%	221
2025 Q1	$3.72M	Hold	41,216	–	–	0.06%	214
2024 Q4	$4.14M	Hold	41,216	–	–	0.06%	216
2024 Q3	$3.87M	Hold	41,216	–	–	0.06%	220
2024 Q2	$3.76M	Hold	41,216	–	–	0.06%	217
2024 Q1	$3.47M	Hold	41,216	–	–	0.05%	223
2023 Q4	$3.12M	Buy	41,216 +16,720	+68%	+$1.18M	0.05%	228
2023 Q3	$1.63M	Sell	24,496 -96	-0.4%	-$6.63K	0.03%	248
2023 Q2	$1.69M	Buy	24,592 +5,416	+28%	+$344K	0.03%	243
2023 Q1	$1.17M	Hold	19,176	–	–	0.02%	257
2022 Q4	$1.03M	Hold	19,176	–	–	0.02%	255
2022 Q3	$1.01M	Hold	19,176	–	–	0.02%	257
2022 Q2	$1.05M	Hold	19,176	–	–	0.02%	256
2022 Q1	$1.33M	Hold	19,176	–	–	0.02%	261
2021 Q4	$1.47M	Sell	19,176 -136	-0.7%	-$10.1K	0.02%	250
2021 Q3	$1.32M	Sell	19,312 -300	-2%	-$21.2K	0.02%	249
2021 Q2	$1.33M	Hold	19,612	–	–	0.02%	256
2021 Q1	$1.19M	Sell	19,612 -580	-3%	-$35.3K	0.02%	238
2020 Q4	$1.22M	Buy	20,192 +1,092	+6%	+$62.2K	0.02%	231
2020 Q3	$1.04M	Sell	19,100 -200	-1%	-$10.5K	0.02%	231
2020 Q2	$926K	Hold	19,300	–	–	0.02%	233
2020 Q1	$727K	Buy	19,300 +560	+3%	+$24.1K	0.02%	241
2019 Q4	$824K	Buy	18,740 +8,708	+87%	+$364K	0.01%	275
2019 Q3	$400K	Hold	10,032	–	–	0.01%	331
2019 Q2	$395K	Buy	10,032 +1,000	+11%	+$38.7K	0.01%	339
2019 Q1	$342K	Buy	9,032 +1,232	+16%	+$44.3K	﹤0.01%	352
2018 Q4	$255K	Buy	7,800 +7,300	+1,460%	+$257K	﹤0.01%	362
2018 Q3	$19K	Hold	500	–	–	﹤0.01%	614
2018 Q2	$18K	Hold	500	–	–	﹤0.01%	639
2018 Q1	$17K	Hold	500	–	–	﹤0.01%	637
2017 Q4	$17K	Hold	500	–	–	﹤0.01%	664
2017 Q3	$16K	Hold	500	–	–	﹤0.01%	667
2017 Q2	$15K	Hold	500	–	–	﹤0.01%	675
2017 Q1	$14K	Hold	500	–	–	﹤0.01%	674
2016 Q4	$13K	Hold	500	–	–	﹤0.01%	627
2016 Q3	$13K	Hold	500	–	–	﹤0.01%	614
2016 Q2	$13K	Hold	500	–	–	﹤0.01%	605
2016 Q1	$12K	Hold	500	–	–	﹤0.01%	578
2015 Q4	$12K	Hold	500	–	–	﹤0.01%	587
2015 Q3	$12K	Hold	500	–	–	﹤0.01%	595
2015 Q2	$12K	Hold	500	–	–	﹤0.01%	600
2015 Q1	$12K	Hold	500	–	–	﹤0.01%	609
2014 Q4	$12K	Hold	500	–	–	﹤0.01%	612
2014 Q3	$11K	Hold	500	–	–	﹤0.01%	617
2014 Q2	$11K	Sell	500 -500	-50%	-$11K	﹤0.01%	597
2014 Q1	$22K	Buy	+1,000	New	+$21.5K	﹤0.01%	532

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

Thompson Siegel & Walmsley's IWF Position: Q2 2026 in Review

Thompson Siegel & Walmsley held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 39,688 shares worth $4.93M. The position accounts for 0.09% of the portfolio, ranked #232.

Thompson Siegel & Walmsley first reported a position in IWF in Q1 2014 and has held it in 50 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Thompson Siegel & Walmsley held 39,688 shares of iShares Russell 1000 Growth ETF worth $4.93M as of Q2 2026.
Thompson Siegel & Walmsley left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #232 holding.
Thompson Siegel & Walmsley first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and has held it in 50 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.