TI
IWF icon

Truepoint Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Truepoint Inc’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 		$9.58M Buy
89,900
+24
+0% +$2.72K 0.21% 29
2025
Q4 		$10.6M Sell
89,876
-3,028
-3% -$359K 0.24% 29
2025
Q3 		$10.9M Sell
92,904
-1,788
-2% -$199K 0.25% 28
2025
Q2 		$10.1M Sell
94,692
-3,236
-3% -$309K 0.25% 28
2025
Q1 		$8.84M Buy
97,928
+1,068
+1% +$105K 0.24% 27
2024
Q4 		$9.72M Sell
96,860
-3,628
-4% -$357K 0.26% 27
2024
Q3 		$9.43M Sell
100,488
-5,524
-5% -$501K 0.25% 27
2024
Q2 		$9.66M Sell
106,012
-4,600
-4% -$393K 0.28% 26
2024
Q1 		$9.32M Sell
110,612
-2,392
-2% -$193K 0.26% 26
2023
Q4 		$8.56M Buy
113,004
+1,748
+2% +$124K 0.25% 30
2023
Q3 		$7.4M Sell
111,256
-2,008
-2% -$139K 0.24% 32
2023
Q2 		$7.79M Sell
113,264
-3,864
-3% -$246K 0.26% 28
2023
Q1 		$7.15M Buy
117,128
+1,288
+1% +$74.2K 0.25% 30
2022
Q4 		$6.2M Sell
115,840
-29,164
-20% -$1.6M 0.22% 28
2022
Q3 		$7.63M Sell
145,004
-72,980
-33% -$4.29M 0.39% 25
2022
Q2 		$11.9M Buy
217,984
+41,048
+23% +$2.46M 0.62% 21
2022
Q1 		$12.3M Buy
176,936
+75,112
+74% +$5.13M 0.58% 19
2021
Q4 		$7.78M Sell
101,824
-2,052
-2% -$152K 0.36% 20
2021
Q3 		$7.12M Sell
103,876
-4,112
-4% -$291K 0.36% 20
2021
Q2 		$7.33M Sell
107,988
-1,324
-1% -$85.4K 0.41% 19
2021
Q1 		$6.64M Sell
109,312
-1,904
-2% -$116K 0.41% 18
2020
Q4 		$6.71M Buy
111,216
+404
+0.4% +$23K 0.45% 18
2020
Q3 		$6.01M Sell
110,812
-10,652
-9% -$561K 0.46% 19
2020
Q2 		$5.83M Sell
121,464
-17,752
-13% -$782K 0.47% 18
2020
Q1 		$5.24M Buy
139,216
+35,488
+34% +$1.53M 0.48% 18
2019
Q4 		$4.56M Sell
103,728
-4,212
-4% -$176K 0.35% 17
2019
Q3 		$4.31M Buy
107,940
+2,468
+2% +$98.9K 0.38% 16
2019
Q2 		$4.15M Sell
105,472
-4,520
-4% -$175K 0.33% 18
2019
Q1 		$4.16M Buy
109,992
+5,368
+5% +$193K 0.36% 17
2018
Q4 		$3.42M Buy
104,624
+56,220
+116% +$1.98M 0.33% 21
2018
Q3 		$1.89M Sell
48,404
-3,932
-8% -$149K 0.16% 25
2018
Q2 		$1.88M Buy
52,336
+44,420
+561% +$1.57M 0.17% 25
2018
Q1 		$14.5K Sell
7,916
-51,788
-87% -$1.82M 0.11% 35
2017
Q4 		$2.01M Buy
59,704
+4,252
+8% +$139K 0.19% 21
2017
Q3 		$1.73M Sell
55,452
-11,016
-17% -$337K 0.17% 22
2017
Q2 		$2.03M Buy
66,468
+17,064
+35% +$501K 0.2% 23
2017
Q1 		$1.41M Hold
49,404
– – 0.15% 24
2016
Q4 		$1.35M Buy
49,404
+884
+2% +$22.9K 0.15% 24
2016
Q3 		$1.26M Sell
48,520
-18,400
-27% -$478K 0.15% 20
2016
Q2 		$1.68M Buy
66,920
+4,128
+7% +$103K 0.22% 18
2016
Q1 		$1.57M Buy
62,792
+40,776
+185% +$963K 0.21% 19
2015
Q4 		$548K Sell
22,016
-6,616
-23% -$165K 0.08% 32
2015
Q3 		$666K Buy
28,632
+11,372
+66% +$280K 0.1% 28
2015
Q2 		$427K Buy
17,260
+1,136
+7% +$28.6K 0.06% 21
2015
Q1 		$399K Buy
16,124
+4,576
+40% +$112K 0.06% 21
2014
Q4 		$276K Hold
11,548
– – 0.04% 27
2014
Q3 		$265K Buy
+11,548
New +$265K 0.04% 28

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truepoint Inc's IWF Position: Q1 2026 in Review

Truepoint Inc increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q1 2026, buying an estimated $2.72K and bringing the position to 89,900 shares worth $9.58M. The position accounts for 0.21% of the portfolio, ranked #29.

Truepoint Inc first reported a position in IWF in Q3 2014 and has held it in 47 quarters since. The position peaked at $12.3M in Q1 2022. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Truepoint Inc held 89,900 shares of iShares Russell 1000 Growth ETF worth $9.58M as of Q1 2026.
  • Truepoint Inc bought 24 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.72K.
  • iShares Russell 1000 Growth ETF made up 0.21% of Truepoint Inc's portfolio in Q1 2026, its #29 holding.
  • Truepoint Inc first reported a position in iShares Russell 1000 Growth ETF in Q3 2014 and has held it in 47 quarters since.
  • Truepoint Inc's iShares Russell 1000 Growth ETF position peaked at $12.3M in Q1 2022.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.