Turtle Creek Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Turtle Creek Wealth 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 Q2	$2.33M	Buy	18,800 +800	+4%	+$96.4K	0.12%	105
2026 Q1	$1.92M	Sell	18,000 -7,412	-29%	-$841K	0.14%	101
2025 Q4	$3.01M	Buy	25,412 +1,400	+6%	+$166K	0.24%	88
2025 Q3	$2.81M	Buy	24,012 +2,520	+12%	+$281K	0.25%	86
2025 Q2	$2.28M	Sell	21,492 -5,020	-19%	-$480K	0.27%	82
2025 Q1	$2.39M	Buy	+26,512	New	+$2.62M	0.36%	75
2024 Q4	–	Sell	-13,772	Closed	-$1.29M	–	119
2024 Q3	$1.29M	Buy	13,772 +148	+1%	+$13.4K	0.26%	68
2024 Q2	$1.24M	Sell	13,624 -260	-2%	-$22.2K	0.29%	67
2024 Q1	$1.17M	Buy	13,884 +6,204	+81%	+$500K	0.29%	69
2023 Q4	$582K	Buy	+7,680	New	+$543K	0.17%	83

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Turtle Creek Wealth Advisors's IWF Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q2 2026, buying an estimated $96.4K and bringing the position to 18,800 shares worth $2.33M. The position accounts for 0.12% of the portfolio, ranked #105.

Turtle Creek Wealth Advisors first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.01M in Q4 2025. 1,423 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Turtle Creek Wealth Advisors held 18,800 shares of iShares Russell 1000 Growth ETF worth $2.33M as of Q2 2026.
Turtle Creek Wealth Advisors bought 800 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $96.4K.
iShares Russell 1000 Growth ETF made up 0.12% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Turtle Creek Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Turtle Creek Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $3.01M in Q4 2025.
1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.