Torray Investment Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Torray Investment Partners’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 Q1	$591K	Sell	5,544 -2,428	-30%	-$276K	0.09%	71
2025 Q4	$943K	Buy	7,972 +3,420	+75%	+$405K	0.14%	71
2025 Q3	$533K	Hold	4,552	–	–	0.07%	83
2025 Q2	$483K	Hold	4,552	–	–	0.07%	84
2025 Q1	$411K	Hold	4,552	–	–	0.06%	88
2024 Q4	$457K	Hold	4,552	–	–	0.07%	89
2024 Q3	$427K	Sell	4,552 -640	-12%	-$58K	0.06%	92
2024 Q2	$473K	Hold	5,192	–	–	0.07%	89
2024 Q1	$437K	Hold	5,192	–	–	0.07%	89
2023 Q4	$394K	Hold	5,192	–	–	0.06%	89
2023 Q3	$345K	Sell	5,192 -552	-10%	-$38.1K	0.06%	91
2023 Q2	$395K	Hold	5,744	–	–	0.07%	92
2023 Q1	$351K	Sell	5,744 -5,060	-47%	-$292K	0.06%	97
2022 Q4	$579K	Buy	10,804 +2,760	+34%	+$152K	0.1%	95
2022 Q3	$423K	Hold	8,044	–	–	0.08%	97
2022 Q2	$440K	Hold	8,044	–	–	0.08%	97
2022 Q1	$558K	Hold	8,044	–	–	0.09%	98
2021 Q4	$615K	Hold	8,044	–	–	0.09%	101
2021 Q3	$551K	Sell	8,044 -1,800	-18%	-$127K	0.08%	96
2021 Q2	$668K	Hold	9,844	–	–	0.1%	99
2021 Q1	$598K	Hold	9,844	–	–	0.09%	99
2020 Q4	$593K	Hold	9,844	–	–	0.1%	97
2020 Q3	$534K	Hold	9,844	–	–	0.1%	96
2020 Q2	$472K	Sell	9,844 -100	-1%	-$4.41K	0.09%	96
2020 Q1	$375K	Sell	9,944 -864	-8%	-$37.2K	0.08%	94
2019 Q4	$475K	Buy	10,808 +632	+6%	+$26.4K	0.08%	95
2019 Q3	$406K	Hold	10,176	–	–	0.04%	96
2019 Q2	$400K	Buy	10,176 +576	+6%	+$22.3K	0.04%	99
2019 Q1	$363K	Sell	9,600 -61,856	-87%	-$2.22M	0.04%	98
2018 Q4	$2.34M	Buy	+71,456	New	+$2.52M	0.28%	56

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Torray Investment Partners's IWF Position: Q1 2026 in Review

Torray Investment Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q1 2026, selling an estimated $276K and leaving 5,544 shares worth $591K. The position accounts for 0.09% of the portfolio, ranked #71.

Torray Investment Partners first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.34M in Q4 2018. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Torray Investment Partners held 5,544 shares of iShares Russell 1000 Growth ETF worth $591K as of Q1 2026.
Torray Investment Partners sold 2,428 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $276K.
iShares Russell 1000 Growth ETF made up 0.09% of Torray Investment Partners's portfolio in Q1 2026, its #71 holding.
Torray Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Torray Investment Partners's iShares Russell 1000 Growth ETF position peaked at $2.34M in Q4 2018.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Torray Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.