Tyler-Stone Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$645K	Hold	6,080	–	–	0.1%	172
2025 Q1	$549K	Hold	6,080	–	–	0.1%	180
2024 Q4	$610K	Hold	6,080	–	–	0.11%	171
2024 Q3	$571K	Buy	6,080 +3,040	+100%	+$276K	0.11%	172
2024 Q2	$277K	Hold	3,040	–	–	0.11%	155
2024 Q1	$256K	Hold	3,040	–	–	0.11%	165
2023 Q4	$230K	Buy	3,040 +300	+11%	+$21.2K	0.12%	166
2023 Q3	$182K	Hold	2,740	–	–	0.1%	166
2023 Q2	$188K	Buy	+2,740	New	+$174K	0.11%	166
2022 Q4	$160K	Sell	2,980 -400	-12%	-$22K	0.11%	169
2022 Q3	$178K	Hold	3,380	–	–	0.14%	144
2022 Q2	$185K	Sell	3,380 -40	-1%	-$2.4K	0.12%	156
2022 Q1	$237K	Hold	3,420	–	–	0.13%	150
2021 Q4	$261K	Buy	+3,420	New	+$254K	0.14%	154

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tyler-Stone Wealth Management's IWF Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2025 at 6,080 shares worth $645K. The position accounts for 0.1% of the portfolio, ranked #172.

Tyler-Stone Wealth Management first reported a position in IWF in Q4 2021 and has held it in 14 quarters since. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Tyler-Stone Wealth Management held 6,080 shares of iShares Russell 1000 Growth ETF worth $645K as of Q2 2025.
Tyler-Stone Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2025.
iShares Russell 1000 Growth ETF made up 0.1% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #172 holding.
Tyler-Stone Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 14 quarters since.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.