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

Tower View 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	$29.5K	Buy	238 +2	+0.8%	+$241	0.01%	117
2026 Q1	$25.3K	Hold	236	–	–	0.01%	115
2025 Q4	$28.1K	Hold	236	–	–	0.01%	100
2025 Q3	$27.8K	Hold	236	–	–	0.01%	98
2025 Q2	$25.2K	Hold	236	–	–	0.01%	113
2025 Q1	$21.4K	Hold	236	–	–	0.01%	100
2024 Q4	$23.7K	Hold	236	–	–	0.01%	101
2024 Q3	$22.2K	Hold	236	–	–	0.01%	106
2024 Q2	$21.5K	Hold	236	–	–	0.01%	105
2024 Q1	$19.9K	Hold	236	–	–	0.01%	110
2023 Q4	$18K	Hold	236	–	–	0.01%	107
2023 Q3	$16K	Hold	236	–	–	0.01%	106
2023 Q2	$16K	Hold	236	–	–	0.01%	106
2023 Q1	$14K	Buy	236 +4	+2%	+$230	0.01%	108
2022 Q4	$13K	Sell	232 -88	-28%	-$4.84K	0.01%	112
2022 Q3	$17K	Buy	320 +88	+38%	+$5.17K	0.01%	103
2022 Q2	$13K	Hold	232	–	–	0.01%	108
2022 Q1	$16K	Hold	232	–	–	0.01%	135
2021 Q4	$18K	Hold	232	–	–	0.01%	136
2021 Q3	$16K	Hold	232	–	–	0.01%	149
2021 Q2	$16K	Hold	232	–	–	0.01%	114
2021 Q1	$14K	Buy	+232	New	+$14.1K	0.01%	120
2020 Q1	–	Sell	-2,232	Closed	-$98K	–	125
2019 Q4	$98K	Buy	2,232 +12	+0.5%	+$501	0.07%	71
2019 Q3	$89K	Hold	2,220	–	–	0.07%	71
2019 Q2	$87K	Hold	2,220	–	–	0.07%	66
2019 Q1	$84K	Hold	2,220	–	–	0.07%	66
2018 Q4	$73K	Hold	2,220	–	–	0.08%	66
2018 Q3	$87K	Buy	+2,220	New	+$84.1K	0.08%	75

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

Tower View Wealth Management's IWF Position: Q2 2026 in Review

Tower View Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.85% in Q2 2026, buying an estimated $241 and bringing the position to 238 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #117.

Tower View Wealth Management first reported a position in IWF in Q3 2018 and has held it in 28 quarters since. The position peaked at $98K in Q4 2019. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Tower View Wealth Management held 238 shares of iShares Russell 1000 Growth ETF worth $29.5K as of Q2 2026.
Tower View Wealth Management bought 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #117 holding.
Tower View Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and has held it in 28 quarters since.
Tower View Wealth Management's iShares Russell 1000 Growth ETF position peaked at $98K in Q4 2019.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.