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

Wood Tarver 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 		$362K Hold
3,404
– – 0.1% 109
2025
Q4 		$402K Buy
3,404
+20
+0.6% +$2.37K 0.11% 107
2025
Q3 		$396K Hold
3,384
– – 0.12% 105
2025
Q2 		$359K Hold
3,384
– – 0.11% 105
2025
Q1 		$305K Hold
3,384
– – 0.1% 105
2024
Q4 		$339K Buy
+3,384
New +$333K 0.11% 100

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 $374B AUM 17.66% 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

Wood Tarver Financial Group's IWF Position: Q1 2026 in Review

Wood Tarver Financial Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,404 shares worth $362K. The position accounts for 0.1% of the portfolio, ranked #109.

Wood Tarver Financial Group first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $402K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Wood Tarver Financial Group held 3,404 shares of iShares Russell 1000 Growth ETF worth $362K as of Q1 2026.
  • Wood Tarver Financial Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.1% of Wood Tarver Financial Group's portfolio in Q1 2026, its #109 holding.
  • Wood Tarver Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's iShares Russell 1000 Growth ETF position peaked at $402K in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.