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Naples Global Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Naples Global Advisors’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 		$532K Buy
4,992
+332
+7% +$37.7K 0.04% 317
2025
Q4 		$552K Sell
4,660
-168
-3% -$19.9K 0.04% 311
2025
Q3 		$565K Hold
4,828
– – 0.04% 300
2025
Q2 		$512K Sell
4,828
-116
-2% -$11.1K 0.04% 300
2025
Q1 		$446K Sell
4,944
-76
-2% -$7.5K 0.04% 311
2024
Q4 		$504K Hold
5,020
– – 0.05% 287
2024
Q3 		$471K Hold
5,020
– – 0.04% 301
2024
Q2 		$457K Sell
5,020
-40
-0.8% -$3.42K 0.05% 291
2024
Q1 		$426K Buy
5,060
+596
+13% +$48K 0.04% 303
2023
Q4 		$338K Buy
4,464
+4
+0.1% +$283 0.04% 331
2023
Q3 		$297K Sell
4,460
-248
-5% -$17.1K 0.04% 338
2023
Q2 		$324K Buy
4,708
+1,068
+29% +$67.9K 0.04% 332
2023
Q1 		$222K Buy
+3,640
New +$210K 0.03% 372
2022
Q2 		– Sell
-3,740
Closed -$260K – 381
2022
Q1 		$260K Sell
3,740
-200
-5% -$13.7K 0.03% 357
2021
Q4 		$301K Buy
+3,940
New +$292K 0.03% 343

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

Naples Global Advisors's IWF Position: Q1 2026 in Review

Naples Global Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.1% in Q1 2026, buying an estimated $37.7K and bringing the position to 4,992 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #317.

Naples Global Advisors first reported a position in IWF in Q4 2021 and has held it in 15 quarters since. The position peaked at $565K in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Naples Global Advisors held 4,992 shares of iShares Russell 1000 Growth ETF worth $532K as of Q1 2026.
  • Naples Global Advisors bought 332 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $37.7K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Naples Global Advisors's portfolio in Q1 2026, its #317 holding.
  • Naples Global Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 15 quarters since.
  • Naples Global Advisors's iShares Russell 1000 Growth ETF position peaked at $565K in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.