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

True North 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	$1.57M	Sell	12,608 -360	-3%	-$43.4K	0.15%	95
2026 Q1	$1.38M	Sell	12,968 -1,460	-10%	-$166K	0.16%	91
2025 Q4	$1.71M	Sell	14,428 -33,672	-70%	-$3.99M	0.22%	70
2025 Q3	$5.63M	Buy	48,100 +24	+0%	+$2.67K	0.89%	20
2025 Q2	$5.1M	Sell	48,076 -8,800	-15%	-$841K	0.98%	20
2025 Q1	$5.13M	Buy	+56,876	New	+$5.61M	0.91%	18
2024 Q4	–	Sell	-56,876	Closed	-$5.34M	–	213
2024 Q3	$5.34M	Sell	56,876 -5,564	-9%	-$504K	1.4%	7
2024 Q2	$5.69M	Hold	62,440	–	–	1.52%	6
2024 Q1	$5.26M	Sell	62,440 -4,456	-7%	-$359K	1.45%	7
2023 Q4	$5.07M	Sell	66,896 -732	-1%	-$51.8K	1.3%	12
2023 Q3	$4.5M	Buy	67,628 +468	+0.7%	+$32.3K	1.39%	10
2023 Q2	$4.62M	Sell	67,160 -6,356	-9%	-$404K	1.31%	10
2023 Q1	$4.49M	Buy	73,516 +6,644	+10%	+$383K	1.32%	11
2022 Q4	$3.58M	Buy	66,872 +23,772	+55%	+$1.31M	1.22%	19
2022 Q3	$2.27M	Buy	43,100 +8,772	+26%	+$516K	0.74%	31
2022 Q2	$1.88M	Sell	34,328 -500	-1%	-$30K	0.58%	41
2022 Q1	$2.42M	Sell	34,828 -3,072	-8%	-$210K	0.65%	36
2021 Q4	$2.9M	Sell	37,900 -532	-1%	-$39.4K	0.49%	48
2021 Q3	$2.63M	Sell	38,432 -1,700	-4%	-$120K	0.52%	48
2021 Q2	$2.72M	Sell	40,132 -3,568	-8%	-$230K	0.57%	44
2021 Q1	$2.65M	Sell	43,700 -1,204	-3%	-$73.3K	0.63%	37
2020 Q4	$2.71M	Buy	44,904 +3,212	+8%	+$183K	0.7%	35
2020 Q3	$2.26M	Sell	41,692 -2,680	-6%	-$141K	0.66%	38
2020 Q2	$2.13M	Sell	44,372 -7,820	-15%	-$345K	0.51%	47
2020 Q1	$1.97M	Buy	52,192 +400	+0.8%	+$17.2K	0.67%	38
2019 Q4	$2.28M	Buy	+51,792	New	+$2.16M	0.64%	40

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 22.96% 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

True North Advisors's IWF Position: Q2 2026 in Review

True North Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q2 2026, selling an estimated $43.4K and leaving 12,608 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #95.

True North Advisors first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.69M in Q2 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

True North Advisors held 12,608 shares of iShares Russell 1000 Growth ETF worth $1.57M as of Q2 2026.
True North Advisors sold 360 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $43.4K.
iShares Russell 1000 Growth ETF made up 0.15% of True North Advisors's portfolio in Q2 2026, its #95 holding.
True North Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
True North Advisors's iShares Russell 1000 Growth ETF position peaked at $5.69M in Q2 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.