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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
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
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 $424B AUM 22.94% 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

Tull Financial Group's IWF Position: Q1 2026 in Review

Tull Financial Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 10,892 shares worth $1.16M. The position accounts for 0.52% of the portfolio, ranked #10.

Tull Financial Group first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Tull Financial Group held 10,892 shares of iShares Russell 1000 Growth ETF worth $1.16M as of Q1 2026.
  • Tull Financial Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.52% of Tull Financial Group's portfolio in Q1 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 7 quarters since.
  • Tull Financial Group's iShares Russell 1000 Growth ETF position peaked at $1.29M in Q4 2025.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Tull Financial Group's 13F filing for Q1 2026, filed 7 May 2026.