T
IWF icon

Tidemark’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tidemark’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 		$127K Buy
1,021
+1
+0.1% +$121 0.03% 202
2026
Q1 		$109K Sell
1,020
-60
-6% -$6.81K 0.03% 191
2025
Q4 		$128K Hold
1,080
– – 0.04% 158
2025
Q3 		$127K Hold
1,080
– – 0.04% 171
2025
Q2 		$115K Hold
1,080
– – 0.04% 169
2025
Q1 		$97.5K Hold
1,080
– – 0.04% 172
2024
Q4 		$108K Hold
1,080
– – 0.04% 168
2024
Q3 		$101K Hold
1,080
– – 0.04% 161
2024
Q2 		$98.4K Sell
1,080
-240
-18% -$20.5K 0.05% 156
2024
Q1 		$111K Hold
1,320
– – 0.06% 161
2023
Q4 		$100K Buy
+1,320
New +$93.3K 0.06% 164

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

Tidemark's IWF Position: Q2 2026 in Review

Tidemark increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.1% in Q2 2026, buying an estimated $121 and bringing the position to 1,021 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #202.

Tidemark first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $128K in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Tidemark held 1,021 shares of iShares Russell 1000 Growth ETF worth $127K as of Q2 2026.
  • Tidemark bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.03% of Tidemark's portfolio in Q2 2026, its #202 holding.
  • Tidemark first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's iShares Russell 1000 Growth ETF position peaked at $128K in Q4 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.