Tradewinds LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tradewinds LLC’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	–	Sell	-15,888	Closed	-$477K	–	243
2026 Q1	$477K	Buy	15,888 +12,392	+354%	+$1.41M	0.15%	76
2025 Q4	$414K	Hold	3,496	–	–	0.1%	124
2025 Q3	$409K	Buy	+3,496	New	+$389K	0.1%	130
2025 Q2	–	Sell	-3,492	Closed	-$315K	–	168
2025 Q1	$315K	Hold	3,492	–	–	0.09%	151
2024 Q4	$359K	Buy	+3,492	New	+$343K	0.1%	148
2024 Q3	–	Sell	-3,492	Closed	-$318K	–	186
2024 Q2	$318K	Buy	+3,492	New	+$298K	0.1%	148
2023 Q1	–	Sell	-12,676	Closed	-$553K	–	156
2022 Q4	$553K	Buy	+12,676	New	+$697K	0.36%	51

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 22.9% 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

Tradewinds LLC's IWF Position: Q2 2026 in Review

Tradewinds LLC sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 15,888 shares — an estimated $477K sold.

Tradewinds LLC first reported a position in IWF in Q4 2022 and held it in 7 quarters. The position peaked at $553K in Q4 2022. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Tradewinds LLC reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Tradewinds LLC sold 15,888 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $477K.
Tradewinds LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 7 quarters.
Tradewinds LLC's iShares Russell 1000 Growth ETF position peaked at $553K in Q4 2022.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.