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

Transamerica 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 Q1	$3.47M	Buy	32,588 +1,288	+4%	+$146K	0.3%	90
2025 Q4	$3.7M	Hold	31,300	–	–	0.31%	90
2025 Q3	$3.66M	Buy	31,300 +2,684	+9%	+$299K	0.3%	76
2025 Q2	$3.04M	Buy	28,616 +8,776	+44%	+$839K	0.29%	83
2025 Q1	$1.79M	Buy	19,840 +2,640	+15%	+$260K	0.18%	115
2024 Q4	$1.73M	Buy	17,200 +500	+3%	+$49.2K	0.17%	113
2024 Q3	$1.57M	Sell	16,700 -928	-5%	-$84.1K	0.15%	122
2024 Q2	$1.61M	Hold	17,628	–	–	0.17%	107
2024 Q1	$1.49M	Sell	17,628 -180	-1%	-$14.5K	0.15%	120
2023 Q4	$1.35M	Sell	17,808 -2,076	-10%	-$147K	0.19%	89
2023 Q3	$1.32M	Sell	19,884 -1,960	-9%	-$135K	0.18%	104
2023 Q2	$1.5M	Sell	21,844 -2,572	-11%	-$164K	0.19%	94
2023 Q1	$1.49M	Buy	24,416 +1,736	+8%	+$100K	0.2%	89
2022 Q4	$1.22M	Sell	22,680 -4,092	-15%	-$225K	0.17%	107
2022 Q3	$1.41M	Buy	26,772 +1,868	+8%	+$110K	0.21%	79
2022 Q2	$1.36M	Buy	+24,904	New	+$1.5M	0.19%	81
2022 Q1	–	Sell	-152	Closed	-$12K	–	122
2021 Q4	$12K	Sell	152 -4	-3%	-$297	0.32%	40
2021 Q3	$11K	Sell	156 -8	-5%	-$566	0.31%	41
2021 Q2	$11K	Sell	164 -8	-5%	-$516	0.27%	42
2021 Q1	$11K	Sell	172 -8	-4%	-$487	0.27%	43
2020 Q4	$11K	Sell	180 -12	-6%	-$683	0.23%	45
2020 Q3	$11K	Sell	192 -14,984	-99%	-$789K	0.2%	45
2020 Q2	$729K	Buy	15,176 +14,936	+6,223%	+$658K	0.16%	85
2020 Q1	$9K	Sell	240 -72	-23%	-$3.1K	0.16%	48
2019 Q4	$14K	Buy	312 +8	+3%	+$334	0.19%	44
2019 Q3	$13K	Sell	304 -41,256	-99%	-$1.65M	0.17%	43
2019 Q2	$1.64M	Buy	41,560 +39,508	+1,925%	+$1.53M	0.35%	67
2019 Q1	$78K	Sell	2,052 -55,900	-96%	-$2.01M	0.46%	34
2018 Q4	$1.9M	Buy	57,952 +3,224	+6%	+$114K	0.49%	49
2018 Q3	$2.13M	Sell	54,728 -19,056	-26%	-$722K	0.45%	57
2018 Q2	$2.65M	Buy	73,784 +15,532	+27%	+$548K	0.59%	48
2018 Q1	$1.98M	Sell	58,252 -22,428	-28%	-$786K	0.29%	101
2017 Q4	$2.72M	Buy	80,680 +12,040	+18%	+$395K	0.36%	86
2017 Q3	$2.15M	Sell	68,640 -5,436	-7%	-$166K	0.27%	109
2017 Q2	$2.21M	Buy	74,076 +39,764	+116%	+$1.17M	0.3%	97
2017 Q1	$977K	Sell	34,312 -2,644	-7%	-$73.3K	0.12%	150
2016 Q4	$970K	Buy	36,956 +1,248	+3%	+$32.4K	0.12%	149
2016 Q3	$930K	Sell	35,708 -20,524	-36%	-$534K	0.1%	157
2016 Q2	$1.41M	Buy	56,232 +2,120	+4%	+$52.9K	0.14%	138
2016 Q1	$1.35M	Sell	54,112 -6,512	-11%	-$154K	0.11%	150
2015 Q4	$1.51M	Buy	60,624 +20,792	+52%	+$519K	0.11%	139
2015 Q3	$927K	Sell	39,832 -11,084	-22%	-$273K	0.07%	162
2015 Q2	$1.26M	Sell	50,916 -41,948	-45%	-$1.05M	0.09%	156
2015 Q1	$2.3M	Sell	92,864 -2,103,544	-96%	-$51.4M	0.16%	118
2014 Q4	$52.5M	Buy	2,196,408 +99,900	+5%	+$2.34M	4.12%	7
2014 Q3	$48M	Buy	2,096,508 +36,328	+2%	+$832K	4.34%	8
2014 Q2	$46.8M	Buy	2,060,180 +190,644	+10%	+$4.18M	4.08%	9
2014 Q1	$40.4M	Sell	1,869,536 -36,384	-2%	-$781K	4.02%	7
2013 Q4	$41M	Buy	1,905,920 +66,532	+4%	+$1.36M	4.45%	2
2013 Q3	$36M	Buy	1,839,388 +28,868	+2%	+$553K	4.67%	2
2013 Q2	$32.9M	Buy	+1,810,520	New	+$33.2M	5.38%	2

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

Transamerica Financial Advisors's IWF Position: Q1 2026 in Review

Transamerica Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.1% in Q1 2026, buying an estimated $146K and bringing the position to 32,588 shares worth $3.47M. The position accounts for 0.3% of the portfolio, ranked #90.

Transamerica Financial Advisors first reported a position in IWF in Q2 2013 and has held it in 51 quarters since. The position peaked at $52.5M in Q4 2014. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Transamerica Financial Advisors held 32,588 shares of iShares Russell 1000 Growth ETF worth $3.47M as of Q1 2026.
Transamerica Financial Advisors bought 1,288 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $146K.
iShares Russell 1000 Growth ETF made up 0.3% of Transamerica Financial Advisors's portfolio in Q1 2026, its #90 holding.
Transamerica Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
Transamerica Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $52.5M in Q4 2014.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.