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TS Financial Group (TSFG)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TS Financial Group (TSFG)’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 		$61.3M Buy
493,884
+162,048
+49% +$19.5M 7.72% 1
2026
Q1 		$35.4M Buy
331,836
+15,260
+5% +$1.73M 5.37% 3
2025
Q4 		$37.5M Buy
316,576
+10,092
+3% +$1.2M 5.6% 3
2025
Q3 		$35.9M Sell
306,484
-4,532
-1% -$505K 5.7% 1
2025
Q2 		$33M Sell
311,016
-47,244
-13% -$4.52M 5.97% 1
2025
Q1 		$32.3M Buy
358,260
+11,264
+3% +$1.11M 6.61% 1
2024
Q4 		$34.8M Buy
346,996
+4,772
+1% +$469K 7.15% 1
2024
Q3 		$32.1M Sell
342,224
-1,296
-0.4% -$118K 7.01% 1
2024
Q2 		$31.3M Buy
343,520
+76,120
+28% +$6.5M 7.32% 1
2024
Q1 		$22.5M Sell
267,400
-17,760
-6% -$1.43M 5.68% 2
2023
Q4 		$21.6M Buy
285,160
+61,316
+27% +$4.34M 6.81% 2
2023
Q3 		$14.9M Buy
223,844
+12,972
+6% +$896K 5.3% 3
2023
Q2 		$14.5M Sell
210,872
-54,544
-21% -$3.47M 5.41% 3
2023
Q1 		$16.2M Sell
265,416
-11,908
-4% -$686K 6.02% 3
2022
Q4 		$14.9M Buy
277,324
+24,412
+10% +$1.34M 5.9% 3
2022
Q3 		$13.3M Buy
252,912
+7,264
+3% +$427K 6.23% 3
2022
Q2 		$13.4M Buy
245,648
+5,300
+2% +$318K 5.77% 3
2022
Q1 		$16.7M Buy
240,348
+3,148
+1% +$215K 6.04% 3
2021
Q4 		$18.1M Buy
237,200
+14,636
+7% +$1.08M 6.31% 2
2021
Q3 		$15.2M Buy
222,564
+7,608
+4% +$538K 5.95% 2
2021
Q2 		$14.6M Buy
214,956
+8,500
+4% +$548K 5.88% 2
2021
Q1 		$12.5M Buy
206,456
+10,324
+5% +$628K 6.38% 2
2020
Q4 		$11.8M Sell
196,132
-58,588
-23% -$3.33M 6.32% 2
2020
Q3 		$13.8M Buy
254,720
+11,780
+5% +$621K 8.21% 1
2020
Q2 		$11.7M Buy
242,940
+31,660
+15% +$1.4M 7.7% 1
2020
Q1 		$7.96M Sell
211,280
-2,124
-1% -$91.5K 7.1% 1
2019
Q4 		$9.39M Buy
213,404
+54,060
+34% +$2.26M 6.95% 2
2019
Q3 		$6.36M Buy
159,344
+12,484
+9% +$501K 4.87% 4
2019
Q2 		$5.78M Buy
146,860
+7,584
+5% +$293K 4.64% 4
2019
Q1 		$5.27M Buy
+139,276
New +$5M 4.48% 5

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TS Financial Group (TSFG)'s IWF Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its iShares Russell 1000 Growth ETF (IWF) stake by 49% in Q2 2026, buying an estimated $19.5M and bringing the position to 493,884 shares worth $61.3M. The position accounts for 7.72% of the portfolio, ranked #1.

TS Financial Group (TSFG) first reported a position in IWF in Q1 2019 and has held it in 30 quarters since. 1,081 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • TS Financial Group (TSFG) held 493,884 shares of iShares Russell 1000 Growth ETF worth $61.3M as of Q2 2026.
  • TS Financial Group (TSFG) bought 162,048 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $19.5M.
  • iShares Russell 1000 Growth ETF made up 7.72% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #1 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.