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

Nadler 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
Q2 		$53.4M Sell
430,029
-4,795
-1% -$578K 4.53% 10
2026
Q1 		$46.4M Sell
434,824
-11,704
-3% -$1.33M 4.47% 12
2025
Q4 		$52.8M Sell
446,528
-7,624
-2% -$903K 4.91% 8
2025
Q3 		$53.2M Sell
454,152
-40,344
-8% -$4.49M 5.07% 8
2025
Q2 		$52.5M Sell
494,496
-18,640
-4% -$1.78M 5.37% 8
2025
Q1 		$46.3M Sell
513,136
-13,276
-3% -$1.31M 5.13% 8
2024
Q4 		$52.8M Sell
526,412
-540
-0.1% -$53.1K 5.57% 8
2024
Q3 		$49.5M Sell
526,952
-8,660
-2% -$785K 5.45% 8
2024
Q2 		$48.8M Sell
535,612
-5,372
-1% -$459K 5.74% 7
2024
Q1 		$45.6M Sell
540,984
-6,760
-1% -$545K 5.62% 7
2023
Q4 		$41.5M Sell
547,744
-5,936
-1% -$420K 5.59% 7
2023
Q3 		$36.8M Sell
553,680
-4,184
-0.8% -$289K 5.58% 7
2023
Q2 		$38.4M Sell
557,864
-7,340
-1% -$467K 5.61% 7
2023
Q1 		$34.5M Sell
565,204
-11,608
-2% -$669K 5.49% 8
2022
Q4 		$30.9M Buy
576,812
+34,696
+6% +$1.91M 5.39% 7
2022
Q3 		$28.5M Sell
542,116
-4,352
-0.8% -$256K 5.43% 5
2022
Q2 		$29.9M Buy
546,468
+1,404
+0.3% +$84.3K 5.5% 5
2022
Q1 		$37.8M Sell
545,064
-14,128
-3% -$964K 5.93% 5
2021
Q4 		$42.7M Sell
559,192
-12,304
-2% -$912K 6.31% 4
2021
Q3 		$39.2M Sell
571,496
-14,560
-2% -$1.03M 6.39% 4
2021
Q2 		$39.8M Sell
586,056
-10,164
-2% -$655K 6.51% 4
2021
Q1 		$36.2M Sell
596,220
-6,568
-1% -$400K 6.47% 5
2020
Q4 		$36.3M Sell
602,788
-6,140
-1% -$349K 6.94% 4
2020
Q3 		$33M Sell
608,928
-5,152
-0.8% -$271K 7.32% 2
2020
Q2 		$29.5M Sell
614,080
-6,864
-1% -$303K 7.36% 3
2020
Q1 		$23.4M Sell
620,944
-15,708
-2% -$677K 7.19% 5
2019
Q4 		$28M Sell
636,652
-7,724
-1% -$322K 6.92% 5
2019
Q3 		$25.7M Buy
644,376
+4,384
+0.7% +$176K 7.16% 6
2019
Q2 		$25.2M Buy
639,992
+1,580
+0.2% +$61.1K 7.28% 6
2019
Q1 		$24.2M Sell
638,412
-49,252
-7% -$1.77M 7.7% 4
2018
Q4 		$22.5M Sell
687,664
-88,584
-11% -$3.12M 7.38% 5
2018
Q3 		$30.3M Sell
776,248
-60,800
-7% -$2.3M 8.19% 4
2018
Q2 		$30.1M Sell
837,048
-331,820
-28% -$11.7M 8.52% 4
2018
Q1 		$39.8M Sell
1,168,868
-54,700
-4% -$1.92M 12.25% 1
2017
Q4 		$41.2M Sell
1,223,568
-35,476
-3% -$1.16M 12.57% 1
2017
Q3 		$39.4M Sell
1,259,044
-54,940
-4% -$1.68M 12.97% 1
2017
Q2 		$39.1M Sell
1,313,984
-13,448
-1% -$395K 13.31% 1
2017
Q1 		$37.8M Sell
1,327,432
-16,436
-1% -$456K 13.17% 1
2016
Q4 		$35.2M Sell
1,343,868
-9,900
-0.7% -$257K 13.07% 1
2016
Q3 		$35.3M Buy
1,353,768
+14,944
+1% +$389K 13.89% 1
2016
Q2 		$33.6M Sell
1,338,824
-7,440
-0.6% -$186K 14.17% 1
2016
Q1 		$33.6M Buy
1,346,264
+23,800
+2% +$562K 14.69% 1
2015
Q4 		$32.9M Buy
1,322,464
+6,308
+0.5% +$157K 14.84% 1
2015
Q3 		$30.6M Buy
1,316,156
+53,944
+4% +$1.33M 15.3% 1
2015
Q2 		$31.2M Buy
1,262,212
+72,956
+6% +$1.83M 14.76% 1
2015
Q1 		$29.4M Buy
1,189,256
+51,916
+5% +$1.27M 14.14% 2
2014
Q4 		$27.2M Buy
1,137,340
+61,908
+6% +$1.45M 14.08% 2
2014
Q3 		$24.6M Buy
1,075,432
+27,064
+3% +$620K 14.76% 2
2014
Q2 		$23.8M Sell
1,048,368
-26,092
-2% -$572K 14.98% 2
2014
Q1 		$23.2M Sell
1,074,460
-32,084
-3% -$689K 15.49% 2
2013
Q4 		$23.8M Buy
1,106,544
+62,904
+6% +$1.29M 15.39% 1
2013
Q3 		$20.4M Buy
1,043,640
+7,232
+0.7% +$138K 14.83% 1
2013
Q2 		$18.8M Buy
+1,036,408
New +$19M 13.28% 1

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Nadler Financial Group's IWF Position: Q2 2026 in Review

Nadler Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2026, selling an estimated $578K and leaving 430,029 shares worth $53.4M. The position accounts for 4.53% of the portfolio, ranked #10.

Nadler Financial Group first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Nadler Financial Group held 430,029 shares of iShares Russell 1000 Growth ETF worth $53.4M as of Q2 2026.
  • Nadler Financial Group sold 4,795 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $578K.
  • iShares Russell 1000 Growth ETF made up 4.53% of Nadler Financial Group's portfolio in Q2 2026, its #10 holding.
  • Nadler Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.