TWM
IWF icon

Tolleson Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tolleson Wealth Management’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 		$7.18M Sell
57,800
-4,772
-8% -$575K 0.97% 13
2026
Q1 		$6.67M Buy
62,572
+760
+1% +$86.3K 0.97% 13
2025
Q4 		$7.31M Sell
61,812
-3,488
-5% -$413K 1.06% 13
2025
Q3 		$7.65M Sell
65,300
-1,208
-2% -$135K 1.18% 13
2025
Q2 		$7.06M Sell
66,508
-1,160
-2% -$111K 1.21% 12
2025
Q1 		$6.11M Sell
67,668
-2,440
-3% -$241K 1.18% 13
2024
Q4 		$7.04M Sell
70,108
-564
-0.8% -$55.5K 1.44% 10
2024
Q3 		$6.63M Sell
70,672
-284
-0.4% -$25.7K 1.26% 10
2024
Q2 		$6.47M Sell
70,956
-1,872
-3% -$160K 1.28% 11
2024
Q1 		$6.14M Sell
72,828
-1,236
-2% -$99.6K 1.2% 12
2023
Q4 		$5.61M Sell
74,064
-5,560
-7% -$393K 1.16% 12
2023
Q3 		$5.3M Sell
79,624
-3,316
-4% -$229K 1.28% 13
2023
Q2 		$5.71M Sell
82,940
-1,940
-2% -$123K 1.38% 12
2023
Q1 		$5.18M Sell
84,880
-64
-0.1% -$3.69K 1.34% 14
2022
Q4 		$4.55M Sell
84,944
-1,440
-2% -$79.2K 1.23% 18
2022
Q3 		$4.54M Sell
86,384
-544
-0.6% -$32K 1.37% 16
2022
Q2 		$4.75M Hold
86,928
– – 1.34% 16
2022
Q1 		$6.03M Sell
86,928
-4,032
-4% -$275K 1.79% 12
2021
Q4 		$6.95M Sell
90,960
-6,932
-7% -$514K 1.87% 12
2021
Q3 		$6.71M Sell
97,892
-724
-0.7% -$51.2K 1.9% 12
2021
Q2 		$6.69M Hold
98,616
– – 1.8% 13
2021
Q1 		$5.99M Hold
98,616
– – 1.81% 12
2020
Q4 		$5.95M Hold
98,616
– – 1.97% 11
2020
Q3 		$5.35M Sell
98,616
-29,576
-23% -$1.56M 2.16% 11
2020
Q2 		$6.15M Buy
128,192
+1,272
+1% +$56.1K 2.69% 10
2020
Q1 		$4.78M Sell
126,920
-660
-0.5% -$28.4K 2.09% 10
2019
Q4 		$5.61M Hold
127,580
– – 2.72% 8
2019
Q3 		$5.09M Buy
+127,580
New +$5.11M 2.77% 8

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

Tolleson Wealth Management's IWF Position: Q2 2026 in Review

Tolleson Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.6% in Q2 2026, selling an estimated $575K and leaving 57,800 shares worth $7.18M. The position accounts for 0.97% of the portfolio, ranked #13.

Tolleson Wealth Management first reported a position in IWF in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.65M in Q3 2025. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Tolleson Wealth Management held 57,800 shares of iShares Russell 1000 Growth ETF worth $7.18M as of Q2 2026.
  • Tolleson Wealth Management sold 4,772 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $575K.
  • iShares Russell 1000 Growth ETF made up 0.97% of Tolleson Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Tolleson Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Tolleson Wealth Management's iShares Russell 1000 Growth ETF position peaked at $7.65M in Q3 2025.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.