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Tilson Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tilson Financial Group’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 		$3.41M Buy
27,440
+12
+0% +$1.45K 0.94% 26
2026
Q1 		$2.92M Buy
27,428
+12
+0% +$1.36K 0.88% 27
2025
Q4 		$3.24M Sell
27,416
-64
-0.2% -$7.58K 1% 27
2025
Q3 		$3.22M Sell
27,480
-36
-0.1% -$4.01K 1.06% 26
2025
Q2 		$2.92M Sell
27,516
-156
-0.6% -$14.9K 1.1% 24
2025
Q1 		$2.5M Hold
27,672
– – 0.99% 25
2024
Q4 		$2.78M Sell
27,672
-108
-0.4% -$10.6K 1.13% 24
2024
Q3 		$2.61M Buy
+27,780
New +$2.52M 1.13% 25
2024
Q2 		– Sell
-27,912
Closed -$2.35M – 50
2024
Q1 		$2.35M Sell
27,912
-1,976
-7% -$159K 1.26% 25
2023
Q4 		$2.27M Sell
29,888
-6,924
-19% -$490K 1.46% 21
2023
Q3 		$2.45M Buy
+36,812
New +$2.54M 1.92% 18
2023
Q2 		– Sell
-37,024
Closed -$2.26M – 41
2023
Q1 		$2.26M Sell
37,024
-496
-1% -$28.6K 1.85% 19
2022
Q4 		$2.01M Buy
+37,520
New +$2.06M 1.71% 19

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Tilson Financial Group's IWF Position: Q2 2026 in Review

Tilson Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q2 2026, buying an estimated $1.45K and bringing the position to 27,440 shares worth $3.41M. The position accounts for 0.94% of the portfolio, ranked #26.

Tilson Financial Group first reported a position in IWF in Q4 2022 and has held it in 13 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Tilson Financial Group held 27,440 shares of iShares Russell 1000 Growth ETF worth $3.41M as of Q2 2026.
  • Tilson Financial Group bought 12 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.45K.
  • iShares Russell 1000 Growth ETF made up 0.94% of Tilson Financial Group's portfolio in Q2 2026, its #26 holding.
  • Tilson Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.