Tiller Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tiller Private Wealth’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	$369K	Hold	2,972	–	–	0.12%	40
2026 Q1	$317K	Hold	2,972	–	–	0.11%	45
2025 Q4	$352K	Sell	2,972 -252	-8%	-$29.9K	0.13%	39
2025 Q3	$378K	Hold	3,224	–	–	0.13%	39
2025 Q2	$343K	Hold	3,224	–	–	0.13%	40
2025 Q1	$291K	Hold	3,224	–	–	0.12%	43
2024 Q4	$324K	Hold	3,224	–	–	0.14%	42
2024 Q3	$303K	Hold	3,224	–	–	0.13%	41
2024 Q2	$294K	Hold	3,224	–	–	0.13%	37
2024 Q1	$272K	Hold	3,224	–	–	0.12%	39
2023 Q4	$244K	Hold	3,224	–	–	0.12%	40
2023 Q3	$214K	Hold	3,224	–	–	0.12%	42
2023 Q2	$222K	Buy	+3,224	New	+$205K	0.12%	41
2022 Q4	–	Sell	-3,952	Closed	-$208K	–	49
2022 Q3	$208K	Hold	3,952	–	–	0.13%	43
2022 Q2	$216K	Buy	3,952 +728	+23%	+$43.7K	0.13%	46
2022 Q1	$224K	Hold	3,224	–	–	0.13%	48
2021 Q4	$246K	Hold	3,224	–	–	0.16%	46
2021 Q3	$221K	Hold	3,224	–	–	0.17%	46
2021 Q2	$219K	Buy	+3,224	New	+$208K	0.23%	42
2020 Q3	–	Sell	-4,592	Closed	-$220K	–	28
2020 Q2	$220K	Buy	+4,592	New	+$202K	0.45%	25
2020 Q1	–	Sell	-4,592	Closed	-$202K	–	39
2019 Q4	$202K	Buy	+4,592	New	+$192K	0.16%	37
2018 Q4	–	Sell	-5,220	Closed	-$204K	–	38
2018 Q3	$204K	Buy	+5,220	New	+$198K	0.14%	38
2017 Q4	–	Sell	-7,076	Closed	-$221K	–	40
2017 Q3	$221K	Hold	7,076	–	–	0.17%	34
2017 Q2	$211K	Hold	7,076	–	–	0.17%	36
2017 Q1	$201K	Buy	+7,076	New	+$196K	0.16%	37

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

Tiller Private Wealth's IWF Position: Q2 2026 in Review

Tiller Private Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,972 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #40.

Tiller Private Wealth first reported a position in IWF in Q1 2017 and has held it in 25 quarters since. The position peaked at $378K in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Tiller Private Wealth held 2,972 shares of iShares Russell 1000 Growth ETF worth $369K as of Q2 2026.
Tiller Private Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.12% of Tiller Private Wealth's portfolio in Q2 2026, its #40 holding.
Tiller Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 25 quarters since.
Tiller Private Wealth's iShares Russell 1000 Growth ETF position peaked at $378K in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.