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IWF icon

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

TruWealth 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 		$46.6M Sell
437,108
-116,444
-21% -$13.2M 2.24% 10
2025
Q4 		$65.5M Sell
553,552
-28,268
-5% -$3.35M 3.2% 7
2025
Q3 		$68.1M Sell
581,820
-172,888
-23% -$19.3M 3.44% 7
2025
Q2 		$80.1M Buy
754,708
+16,608
+2% +$1.59M 4.41% 5
2025
Q1 		$66.6M Buy
738,100
+14,952
+2% +$1.48M 4.02% 5
2024
Q4 		$72.6M Sell
723,148
-157,848
-18% -$15.5M 4.38% 5
2024
Q3 		$82.7M Buy
880,996
+19,480
+2% +$1.77M 5.07% 4
2024
Q2 		$78.5M Sell
861,516
-46,516
-5% -$3.97M 5.22% 4
2024
Q1 		$76.5M Buy
908,032
+11,516
+1% +$928K 5.34% 2
2023
Q4 		$67.9M Buy
896,516
+218,392
+32% +$15.4M 5.19% 2
2023
Q3 		$45.1M Buy
678,124
+10,276
+2% +$710K 3.88% 6
2023
Q2 		$45.9M Buy
667,848
+106,340
+19% +$6.76M 3.94% 6
2023
Q1 		$34.3M Sell
561,508
-42,284
-7% -$2.44M 3.14% 6
2022
Q4 		$32.3M Sell
603,792
-99,992
-14% -$5.5M 3.16% 6
2022
Q3 		$37M Buy
703,784
+30,652
+5% +$1.8M 3.92% 5
2022
Q2 		$36.8M Buy
673,132
+106,060
+19% +$6.37M 3.94% 5
2022
Q1 		$39.4M Buy
567,072
+54,844
+11% +$3.74M 4.09% 5
2021
Q4 		$39.1M Buy
512,228
+13,892
+3% +$1.03M 3.96% 6
2021
Q3 		$34.1M Buy
498,336
+10,616
+2% +$751K 3.81% 6
2021
Q2 		$33.1M Sell
487,720
-58,296
-11% -$3.76M 3.88% 6
2021
Q1 		$33.2M Sell
546,016
-37,040
-6% -$2.25M 4.5% 6
2020
Q4 		$35.1M Buy
+583,056
New +$33.2M 5.24% 6

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

TruWealth Advisors's IWF Position: Q1 2026 in Review

TruWealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 21% in Q1 2026, selling an estimated $13.2M and leaving 437,108 shares worth $46.6M. The position accounts for 2.24% of the portfolio, ranked #10.

TruWealth Advisors first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $82.7M in Q3 2024. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • TruWealth Advisors held 437,108 shares of iShares Russell 1000 Growth ETF worth $46.6M as of Q1 2026.
  • TruWealth Advisors sold 116,444 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $13.2M.
  • iShares Russell 1000 Growth ETF made up 2.24% of TruWealth Advisors's portfolio in Q1 2026, its #10 holding.
  • TruWealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's iShares Russell 1000 Growth ETF position peaked at $82.7M in Q3 2024.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.