Twin Lakes Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Twin Lakes Capital Management’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	$66.6K	Hold	536	–	–	0.03%	124
2026 Q1	$57.1K	Hold	536	–	–	0.03%	128
2025 Q4	$63.4K	Hold	536	–	–	0.03%	124
2025 Q3	$62.8K	Hold	536	–	–	0.03%	126
2025 Q2	$56.9K	Sell	536 -284	-35%	-$27.2K	0.03%	125
2025 Q1	$74K	Buy	820 +536	+189%	+$52.9K	0.05%	109
2024 Q4	$28.5K	Hold	284	–	–	0.02%	165
2024 Q3	$26.7K	Hold	284	–	–	0.02%	167
2024 Q2	$25.9K	Hold	284	–	–	0.02%	165
2024 Q1	$23.9K	Hold	284	–	–	0.02%	171
2023 Q4	$21.5K	Hold	284	–	–	0.01%	172
2023 Q3	$18.9K	Buy	+284	New	+$19.6K	0.01%	179

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

Twin Lakes Capital Management's IWF Position: Q2 2026 in Review

Twin Lakes Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 536 shares worth $66.6K. The position accounts for 0.03% of the portfolio, ranked #124.

Twin Lakes Capital Management first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. The position peaked at $74K in Q1 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Twin Lakes Capital Management held 536 shares of iShares Russell 1000 Growth ETF worth $66.6K as of Q2 2026.
Twin Lakes Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.03% of Twin Lakes Capital Management's portfolio in Q2 2026, its #124 holding.
Twin Lakes Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Twin Lakes Capital Management's iShares Russell 1000 Growth ETF position peaked at $74K in Q1 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.