Toth Financial Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Toth Financial Advisory’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	$95.2K	Sell	767 -973	-56%	-$117K	0.01%	301
2026 Q1	$185K	Buy	1,740 +1,448	+496%	+$164K	0.02%	225
2025 Q4	$34.6K	Hold	292	–	–	﹤0.01%	406
2025 Q3	$34.2K	Hold	292	–	–	﹤0.01%	405
2025 Q2	$31K	Hold	292	–	–	﹤0.01%	380
2025 Q1	$26.4K	Buy	292 +224	+329%	+$22.1K	﹤0.01%	367
2024 Q4	$6.83K	Hold	68	–	–	﹤0.01%	485
2024 Q3	$6.38K	Hold	68	–	–	﹤0.01%	497
2024 Q2	$6.2K	Hold	68	–	–	﹤0.01%	506
2024 Q1	$5.73K	Hold	68	–	–	﹤0.01%	513
2023 Q4	$5.15K	Buy	68 +8	+13%	+$566	﹤0.01%	524
2023 Q3	$3.99K	Hold	60	–	–	﹤0.01%	561
2023 Q2	$4.13K	Hold	60	–	–	﹤0.01%	568
2023 Q1	$3.67K	Hold	60	–	–	﹤0.01%	580
2022 Q4	$3.21K	Hold	60	–	–	﹤0.01%	542
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	602
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	562
2022 Q1	$4K	Sell	60 -292	-83%	-$19.9K	﹤0.01%	568
2021 Q4	$27K	Buy	352 +292	+487%	+$21.6K	﹤0.01%	359
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	577
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	522
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	532
2020 Q4	$4K	Sell	60 -80	-57%	-$4.55K	﹤0.01%	474
2020 Q3	$8K	Hold	140	–	–	﹤0.01%	394
2020 Q2	$7K	Hold	140	–	–	﹤0.01%	384
2020 Q1	$5K	Buy	140 +20	+17%	+$862	﹤0.01%	327
2019 Q4	$5K	Hold	120	–	–	﹤0.01%	359
2019 Q3	$5K	Hold	120	–	–	﹤0.01%	358
2019 Q2	$5K	Hold	120	–	–	﹤0.01%	370
2019 Q1	$5K	Hold	120	–	–	﹤0.01%	350
2018 Q4	$4K	Hold	120	–	–	﹤0.01%	341
2018 Q3	$5K	Hold	120	–	–	﹤0.01%	357
2018 Q2	$4K	Hold	120	–	–	﹤0.01%	367
2018 Q1	$4K	Sell	120 -156	-57%	-$5.47K	﹤0.01%	372
2017 Q4	$9K	Buy	+276	New	+$9.04K	﹤0.01%	324

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

Toth Financial Advisory's IWF Position: Q2 2026 in Review

Toth Financial Advisory reduced its iShares Russell 1000 Growth ETF (IWF) stake by 56% in Q2 2026, selling an estimated $117K and leaving 767 shares worth $95.2K. The position accounts for 0.01% of the portfolio, ranked #301.

Toth Financial Advisory first reported a position in IWF in Q4 2017 and has held it in 35 quarters since. The position peaked at $185K in Q1 2026. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Toth Financial Advisory held 767 shares of iShares Russell 1000 Growth ETF worth $95.2K as of Q2 2026.
Toth Financial Advisory sold 973 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $117K.
iShares Russell 1000 Growth ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #301 holding.
Toth Financial Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's iShares Russell 1000 Growth ETF position peaked at $185K in Q1 2026.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.