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

True Link 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	$4.15M	Sell	38,952 -3,364	-8%	-$382K	0.26%	15
2025 Q4	$5.01M	Sell	42,316 -616	-1%	-$73K	0.3%	16
2025 Q3	$5.03M	Sell	42,932 -2,300	-5%	-$256K	0.32%	16
2025 Q2	$4.8M	Hold	45,232	–	–	0.33%	16
2025 Q1	$4.08M	Buy	+45,232	New	+$4.46M	0.3%	17
2022 Q1	–	Sell	-2,456	Closed	-$188K	–	202
2021 Q4	$188K	Hold	2,456	–	–	0.03%	261
2021 Q3	$168K	Hold	2,456	–	–	0.02%	258
2021 Q2	$167K	Sell	2,456 -232	-9%	-$15K	0.02%	227
2021 Q1	$163K	Hold	2,688	–	–	0.02%	280
2020 Q4	$162K	Buy	+2,688	New	+$153K	0.03%	300

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

True Link Financial Advisors's IWF Position: Q1 2026 in Review

True Link Financial Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.9% in Q1 2026, selling an estimated $382K and leaving 38,952 shares worth $4.15M. The position accounts for 0.26% of the portfolio, ranked #15.

True Link Financial Advisors first reported a position in IWF in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.03M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

True Link Financial Advisors held 38,952 shares of iShares Russell 1000 Growth ETF worth $4.15M as of Q1 2026.
True Link Financial Advisors sold 3,364 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $382K.
iShares Russell 1000 Growth ETF made up 0.26% of True Link Financial Advisors's portfolio in Q1 2026, its #15 holding.
True Link Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 10 quarters since.
True Link Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $5.03M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.