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Transcend Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Transcend Capital 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 		$2.25M Sell
18,125
-1,343
-7% -$162K 0.15% 123
2026
Q1 		$2.08M Sell
19,468
-2,336
-11% -$265K 0.17% 121
2025
Q4 		$2.58M Sell
21,804
-15,948
-42% -$1.89M 0.2% 103
2025
Q3 		$4.42M Sell
37,752
-2,980
-7% -$332K 0.31% 63
2025
Q2 		$4.32M Buy
40,732
+15,244
+60% +$1.46M 0.33% 61
2025
Q1 		$2.3M Buy
25,488
+392
+2% +$38.7K 0.17% 146
2024
Q4 		$2.52M Sell
25,096
-2,868
-10% -$282K 0.18% 137
2024
Q3 		$2.62M Sell
27,964
-540
-2% -$49K 0.18% 143
2024
Q2 		$2.6M Sell
28,504
-204
-0.7% -$17.4K 0.19% 128
2024
Q1 		$2.42M Buy
28,708
+1,960
+7% +$158K 0.19% 119
2023
Q4 		$2.03M Buy
26,748
+1,860
+7% +$132K 0.18% 134
2023
Q3 		$1.65M Buy
24,888
+820
+3% +$56.6K 0.16% 144
2023
Q2 		$1.66M Sell
24,068
-2,636
-10% -$168K 0.16% 148
2023
Q1 		$1.63M Sell
26,704
-2,516
-9% -$145K 0.17% 139
2022
Q4 		$1.56M Buy
29,220
+1,628
+6% +$89.6K 0.17% 145
2022
Q3 		$1.45M Sell
27,592
-1,852
-6% -$109K 0.16% 145
2022
Q2 		$1.61M Buy
29,444
+3,632
+14% +$218K 0.17% 143
2022
Q1 		$1.79M Sell
25,812
-40
-0.2% -$2.73K 0.16% 147
2021
Q4 		$1.98M Buy
25,852
+24
+0.1% +$1.78K 0.17% 139
2021
Q3 		$1.89M Buy
25,828
+1,708
+7% +$121K 0.17% 138
2021
Q2 		$1.64M Buy
24,120
+148
+0.6% +$9.54K 0.24% 107
2021
Q1 		$1.46M Buy
+23,972
New +$1.46M 0.18% 136
2020
Q4 		– Sell
-26,360
Closed -$1.36M – 386
2020
Q3 		$1.36M Buy
+26,360
New +$1.39M 0.25% 95
2020
Q2 		– Sell
-59,584
Closed -$2.24M – 160
2020
Q1 		$2.24M Buy
+59,584
New +$2.57M 0.67% 43

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Transcend Capital Advisors's IWF Position: Q2 2026 in Review

Transcend Capital Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.9% in Q2 2026, selling an estimated $162K and leaving 18,125 shares worth $2.25M. The position accounts for 0.15% of the portfolio, ranked #123.

Transcend Capital Advisors first reported a position in IWF in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.42M in Q3 2025. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Transcend Capital Advisors held 18,125 shares of iShares Russell 1000 Growth ETF worth $2.25M as of Q2 2026.
  • Transcend Capital Advisors sold 1,343 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $162K.
  • iShares Russell 1000 Growth ETF made up 0.15% of Transcend Capital Advisors's portfolio in Q2 2026, its #123 holding.
  • Transcend Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 24 quarters since.
  • Transcend Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $4.42M in Q3 2025.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.