Towercrest Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Towercrest Capital 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 Q1	$3.07M	Hold	28,804	–	–	0.48%	34
2025 Q4	$3.41M	Hold	28,804	–	–	0.54%	34
2025 Q3	$3.37M	Hold	28,804	–	–	0.54%	37
2025 Q2	$3.06M	Sell	28,804 -496	-2%	-$47.4K	0.55%	36
2025 Q1	$2.65M	Sell	29,300 -9,196	-24%	-$907K	0.5%	35
2024 Q4	$3.86M	Hold	38,496	–	–	0.62%	35
2024 Q3	$3.61M	Buy	38,496 +312	+0.8%	+$28.3K	0.58%	36
2024 Q2	$3.48M	Buy	38,184 +1,072	+3%	+$91.5K	0.57%	36
2024 Q1	$3.13M	Sell	37,112 -776	-2%	-$62.5K	0.53%	36
2023 Q4	$2.87M	Sell	37,888 -1,116	-3%	-$78.9K	0.51%	36
2023 Q3	$2.59M	Sell	39,004 -48	-0.1%	-$3.31K	0.5%	36
2023 Q2	$2.69M	Buy	39,052 +9,588	+33%	+$610K	0.5%	36
2023 Q1	$1.8M	Hold	29,464	–	–	0.37%	42
2022 Q4	$1.58M	Sell	29,464 -4	-0%	-$220	0.35%	43
2022 Q3	$1.55M	Hold	29,468	–	–	0.36%	42
2022 Q2	$1.61M	Sell	29,468 -548	-2%	-$32.9K	0.36%	41
2022 Q1	$2.08M	Buy	30,016 +72	+0.2%	+$4.92K	0.41%	40
2021 Q4	$2.29M	Hold	29,944	–	–	0.42%	41
2021 Q3	$2.05M	Buy	29,944 +200	+0.7%	+$14.1K	0.39%	42
2021 Q2	$2.02M	Sell	29,744 -500	-2%	-$32.2K	0.39%	41
2021 Q1	$1.84M	Buy	30,244 +1,168	+4%	+$71.1K	0.39%	39
2020 Q4	$1.75M	Hold	29,076	–	–	0.39%	39
2020 Q3	$1.58M	Sell	29,076 -380	-1%	-$20K	0.39%	40
2020 Q2	$1.41M	Buy	29,456 +1,632	+6%	+$71.9K	0.37%	41
2020 Q1	$1.05M	Sell	27,824 -2,220	-7%	-$95.7K	0.31%	42
2019 Q4	$1.32M	Hold	30,044	–	–	0.34%	41
2019 Q3	$1.2M	Hold	30,044	–	–	0.33%	40
2019 Q2	$1.18M	Hold	30,044	–	–	0.33%	40
2019 Q1	$1.14M	Hold	30,044	–	–	0.33%	41
2018 Q4	$983K	Hold	30,044	–	–	0.32%	42
2018 Q3	$1.17M	Hold	30,044	–	–	0.35%	46
2018 Q2	$1.08M	Buy	+30,044	New	+$1.06M	0.34%	50

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

Towercrest Capital Management's IWF Position: Q1 2026 in Review

Towercrest Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 28,804 shares worth $3.07M. The position accounts for 0.48% of the portfolio, ranked #34.

Towercrest Capital Management first reported a position in IWF in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.86M in Q4 2024. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Towercrest Capital Management held 28,804 shares of iShares Russell 1000 Growth ETF worth $3.07M as of Q1 2026.
Towercrest Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.48% of Towercrest Capital Management's portfolio in Q1 2026, its #34 holding.
Towercrest Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and has held it in 32 quarters since.
Towercrest Capital Management's iShares Russell 1000 Growth ETF position peaked at $3.86M in Q4 2024.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.