Tull Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tull Financial Group’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	$1.27M	Sell	10,239 -653	-6%	-$78.7K	0.5%	10
2026 Q1	$1.16M	Hold	10,892	–	–	0.52%	10
2025 Q4	$1.29M	Hold	10,892	–	–	0.55%	10
2025 Q3	$1.28M	Hold	10,892	–	–	0.56%	10
2025 Q2	$1.16M	Buy	10,892 +1,320	+14%	+$126K	0.53%	11
2025 Q1	$864K	Hold	9,572	–	–	0.5%	13
2024 Q4	$961K	Hold	9,572	–	–	0.58%	11
2024 Q3	$898K	Buy	+9,572	New	+$868K	0.55%	10

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

Tull Financial Group's IWF Position: Q2 2026 in Review

Tull Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6% in Q2 2026, selling an estimated $78.7K and leaving 10,239 shares worth $1.27M. The position accounts for 0.5% of the portfolio, ranked #10.

Tull Financial Group first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q4 2025. 2,516 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Tull Financial Group held 10,239 shares of iShares Russell 1000 Growth ETF worth $1.27M as of Q2 2026.
Tull Financial Group sold 653 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $78.7K.
iShares Russell 1000 Growth ETF made up 0.5% of Tull Financial Group's portfolio in Q2 2026, its #10 holding.
Tull Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Tull Financial Group's iShares Russell 1000 Growth ETF position peaked at $1.29M in Q4 2025.
2,516 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Tull Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.