Nabity-Jensen Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Nabity-Jensen Investment 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	$925K	Sell	7,447 -277	-4%	-$33.4K	0.57%	32
2026 Q1	$823K	Hold	7,724	–	–	0.57%	34
2025 Q4	$914K	Hold	7,724	–	–	0.62%	34
2025 Q3	$905K	Hold	7,724	–	–	0.63%	33
2025 Q2	$820K	Hold	7,724	–	–	0.6%	34
2025 Q1	$697K	Hold	7,724	–	–	0.55%	39
2024 Q4	$775K	Hold	7,724	–	–	0.59%	35
2024 Q3	$725K	Hold	7,724	–	–	0.55%	35
2024 Q2	$704K	Hold	7,724	–	–	0.58%	34
2024 Q1	$651K	Hold	7,724	–	–	0.54%	36
2023 Q4	$585K	Buy	+7,724	New	+$546K	0.53%	37

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 22.9% 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

Nabity-Jensen Investment Management's IWF Position: Q2 2026 in Review

Nabity-Jensen Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.6% in Q2 2026, selling an estimated $33.4K and leaving 7,447 shares worth $925K. The position accounts for 0.57% of the portfolio, ranked #32.

Nabity-Jensen Investment Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,518 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Nabity-Jensen Investment Management held 7,447 shares of iShares Russell 1000 Growth ETF worth $925K as of Q2 2026.
Nabity-Jensen Investment Management sold 277 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $33.4K.
iShares Russell 1000 Growth ETF made up 0.57% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #32 holding.
Nabity-Jensen Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,518 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.