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Thoroughbred Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Thoroughbred Financial Services’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 		$1.14M Sell
9,173
-63
-0.7% -$7.59K 0.05% 284
2026
Q1 		$984K Buy
9,236
+416
+5% +$47.2K 0.06% 284
2025
Q4 		$1.04M Buy
8,820
+640
+8% +$75.8K 0.06% 274
2025
Q3 		$958K Buy
8,180
+1,484
+22% +$165K 0.06% 283
2025
Q2 		$710K Sell
6,696
-8,668
-56% -$829K 0.05% 319
2025
Q1 		$1.39M Buy
15,364
+1,104
+8% +$109K 0.09% 223
2024
Q4 		$1.43M Buy
14,260
+320
+2% +$31.5K 0.09% 216
2024
Q3 		$1.31M Sell
13,940
-8,732
-39% -$792K 0.08% 225
2024
Q2 		$2.07M Buy
22,672
+18,240
+412% +$1.56M 0.14% 144
2024
Q1 		$373K Sell
4,432
-8,720
-66% -$703K 0.04% 338
2023
Q4 		$996K Buy
13,152
+856
+7% +$60.5K 0.08% 237
2023
Q3 		$817K Buy
12,296
+8,692
+241% +$600K 0.08% 253
2023
Q2 		$248K Hold
3,604
– – 0.03% 358
2023
Q1 		$220K Buy
+3,604
New +$208K 0.03% 378
2022
Q3 		– Sell
-3,768
Closed -$206K – 370
2022
Q2 		$206K Buy
3,768
+836
+29% +$50.2K 0.04% 350
2022
Q1 		$203K Buy
2,932
+136
+5% +$9.28K 0.03% 356
2021
Q4 		$213K Buy
+2,796
New +$207K 0.04% 315

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thoroughbred Financial Services's IWF Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.68% in Q2 2026, selling an estimated $7.59K and leaving 9,173 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #284.

Thoroughbred Financial Services first reported a position in IWF in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.07M in Q2 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Thoroughbred Financial Services held 9,173 shares of iShares Russell 1000 Growth ETF worth $1.14M as of Q2 2026.
  • Thoroughbred Financial Services sold 63 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $7.59K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Thoroughbred Financial Services's portfolio in Q2 2026, its #284 holding.
  • Thoroughbred Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Thoroughbred Financial Services's iShares Russell 1000 Growth ETF position peaked at $2.07M in Q2 2024.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.