TRUE Private Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TRUE Private Wealth 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	$859K	Hold	8,060	–	–	0.08%	130
2025 Q4	$954K	Hold	8,060	–	–	0.1%	120
2025 Q3	$944K	Hold	8,060	–	–	0.1%	120
2025 Q2	$856K	Hold	8,060	–	–	0.1%	113
2025 Q1	$728K	Hold	8,060	–	–	0.09%	109
2024 Q4	$809K	Hold	8,060	–	–	0.1%	106
2024 Q3	$756K	Sell	8,060 -440	-5%	-$39.9K	0.09%	102
2024 Q2	$775K	Sell	8,500 -480	-5%	-$41K	0.09%	118
2024 Q1	$757K	Hold	8,980	–	–	0.09%	118
2023 Q4	$681K	Buy	+8,980	New	+$635K	0.09%	123
2022 Q2	–	Sell	-3,152	Closed	-$200K	–	237
2022 Q1	$200K	Hold	3,152	–	–	0.03%	228
2021 Q4	$240K	Hold	3,152	–	–	0.03%	232
2021 Q3	$215K	Buy	+3,152	New	+$223K	0.03%	226
2021 Q1	–	Sell	-2,736	Closed	-$164K	–	466
2020 Q4	$164K	Sell	2,736 -148	-5%	-$8.42K	0.03%	212
2020 Q3	$156K	Hold	2,884	–	–	0.03%	205
2020 Q2	$138K	Hold	2,884	–	–	0.03%	209
2020 Q1	$108K	Sell	2,884 -92	-3%	-$3.96K	0.02%	199
2019 Q4	$130K	Buy	+2,976	New	+$124K	0.02%	260
2019 Q3	–	Sell	-2,056	Closed	-$80K	–	479
2019 Q2	$80K	Buy	+2,056	New	+$79.6K	0.01%	289
2019 Q1	–	Sell	-12,808	Closed	-$419K	–	228
2018 Q4	$419K	Buy	12,808 +456	+4%	+$16.1K	0.07%	153
2018 Q3	$483K	Buy	12,352 +608	+5%	+$23K	0.07%	170
2018 Q2	$422K	Buy	11,744 +1,816	+18%	+$64.1K	0.07%	180
2018 Q1	$337K	Sell	9,928 -140	-1%	-$4.91K	0.06%	173
2017 Q4	$339K	Buy	+10,068	New	+$330K	0.06%	171

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 Private Wealth Advisors's IWF Position: Q1 2026 in Review

TRUE Private Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 8,060 shares worth $859K. The position accounts for 0.08% of the portfolio, ranked #130.

TRUE Private Wealth Advisors first reported a position in IWF in Q4 2017 and has held it in 24 quarters since. The position peaked at $954K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

TRUE Private Wealth Advisors held 8,060 shares of iShares Russell 1000 Growth ETF worth $859K as of Q1 2026.
TRUE Private Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.08% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #130 holding.
TRUE Private Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 24 quarters since.
TRUE Private Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $954K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.