TPG Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TPG Financial Advisors’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	$8.35M	Buy	67,215 +851	+1%	+$103K	2.49%	15
2026 Q1	$7.07M	Buy	66,364 +17,184	+35%	+$1.95M	2.3%	17
2025 Q4	$5.82M	Sell	49,180 -22,756	-32%	-$2.7M	1.94%	21
2025 Q3	$8.42M	Sell	71,936 -184	-0.3%	-$20.5K	3.14%	14
2025 Q2	$7.66M	Sell	72,120 -17,152	-19%	-$1.64M	3.06%	14
2025 Q1	$8.06M	Buy	89,272 +31,916	+56%	+$3.15M	3.56%	10
2024 Q4	$5.76M	Sell	57,356 -776	-1%	-$76.3K	2.51%	14
2024 Q3	$5.46M	Buy	58,132 +1,256	+2%	+$114K	2.46%	12
2024 Q2	$5.18M	Buy	+56,876	New	+$4.86M	2.45%	13
2023 Q4	$6.04M	Sell	80,328 -4,460	-5%	-$315K	3.08%	13
2023 Q3	$5.64M	Buy	84,788 +9,704	+13%	+$670K	2.91%	12
2023 Q2	$5.17M	Buy	75,084 +1,160	+2%	+$73.8K	2.71%	13
2023 Q1	$4.52M	Buy	73,924 +8,044	+12%	+$463K	2.47%	16
2022 Q4	$3.53M	Sell	65,880 -2,856	-4%	-$157K	2.14%	17
2022 Q3	$3.62M	Buy	+68,736	New	+$4.04M	2.22%	15

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

TPG Financial Advisors's IWF Position: Q2 2026 in Review

TPG Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, buying an estimated $103K and bringing the position to 67,215 shares worth $8.35M. The position accounts for 2.49% of the portfolio, ranked #15.

TPG Financial Advisors first reported a position in IWF in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.42M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

TPG Financial Advisors held 67,215 shares of iShares Russell 1000 Growth ETF worth $8.35M as of Q2 2026.
TPG Financial Advisors bought 851 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $103K.
iShares Russell 1000 Growth ETF made up 2.49% of TPG Financial Advisors's portfolio in Q2 2026, its #15 holding.
TPG Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 15 quarters since.
TPG Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $8.42M in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.