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

Tradition 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 Q1	$19.8M	Sell	185,800 -840	-0.5%	-$95.3K	1.41%	17
2025 Q4	$22.1M	Sell	186,640 -1,276	-0.7%	-$151K	1.59%	11
2025 Q3	$22M	Sell	187,916 -316	-0.2%	-$35.2K	1.63%	10
2025 Q2	$20M	Sell	188,232 -812	-0.4%	-$77.6K	1.6%	13
2025 Q1	$17.1M	Sell	189,044 -2,616	-1%	-$258K	1.5%	17
2024 Q4	$19.2M	Sell	191,660 -3,252	-2%	-$320K	1.7%	12
2024 Q3	$18.3M	Sell	194,912 -1,944	-1%	-$176K	1.63%	14
2024 Q2	$17.9M	Sell	196,856 -2,012	-1%	-$172K	1.73%	13
2024 Q1	$16.8M	Buy	+198,868	New	+$16M	1.7%	15
2022 Q2	–	Sell	-208,968	Closed	-$14.5M	–	1113
2022 Q1	$14.5M	Sell	208,968 -292	-0.1%	-$19.9K	1.85%	9
2021 Q4	$16M	Sell	209,260 -81,788	-28%	-$6.06M	2.01%	7
2021 Q3	$19.9M	Buy	291,048 +154,332	+113%	+$10.9M	2.84%	3
2021 Q2	$9.28M	Buy	136,716 +79,484	+139%	+$5.12M	1.39%	14
2021 Q1	$3.48M	Hold	57,232	–	–	0.6%	51
2020 Q4	$3.45M	Buy	+57,232	New	+$3.26M	0.67%	44

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

Tradition Wealth Management's IWF Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.45% in Q1 2026, selling an estimated $95.3K and leaving 185,800 shares worth $19.8M. The position accounts for 1.41% of the portfolio, ranked #17.

Tradition Wealth Management first reported a position in IWF in Q4 2020 and has held it in 15 quarters since. The position peaked at $22.1M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Tradition Wealth Management held 185,800 shares of iShares Russell 1000 Growth ETF worth $19.8M as of Q1 2026.
Tradition Wealth Management sold 840 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $95.3K.
iShares Russell 1000 Growth ETF made up 1.41% of Tradition Wealth Management's portfolio in Q1 2026, its #17 holding.
Tradition Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 15 quarters since.
Tradition Wealth Management's iShares Russell 1000 Growth ETF position peaked at $22.1M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.