Narwhal Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Narwhal Capital 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	$15.5M	Hold	125,220	–	–	1.07%	22
2026 Q1	$13.3M	Sell	125,220 -88	-0.1%	-$9.99K	0.98%	28
2025 Q4	$14.8M	Hold	125,308	–	–	1.08%	23
2025 Q3	$14.7M	Sell	125,308 -92	-0.1%	-$10.2K	1.09%	23
2025 Q2	$13.3M	Buy	125,400 +1,184	+1%	+$113K	1.07%	23
2025 Q1	$11.2M	Sell	124,216 -64	-0.1%	-$6.31K	1%	27
2024 Q4	$12.5M	Hold	124,280	–	–	1.1%	24
2024 Q3	$11.7M	Sell	124,280 -132	-0.1%	-$12K	1.05%	24
2024 Q2	$11.3M	Buy	124,412 +400	+0.3%	+$34.2K	1.07%	24
2024 Q1	$10.4M	Buy	124,012 +10,680	+9%	+$860K	1.02%	26
2023 Q4	$8.59M	Sell	113,332 -152	-0.1%	-$10.7K	0.94%	31
2023 Q3	$7.55M	Sell	113,484 -128	-0.1%	-$8.84K	0.92%	30
2023 Q2	$7.82M	Buy	113,612 +7,200	+7%	+$458K	0.92%	33
2023 Q1	$6.5M	Buy	106,412 +140	+0.1%	+$8.07K	0.81%	38
2022 Q4	$5.69M	Sell	106,272 -20	-0%	-$1.1K	0.76%	41
2022 Q3	$5.59M	Buy	106,292 +200	+0.2%	+$11.8K	0.81%	38
2022 Q2	$5.8M	Hold	106,092	–	–	0.8%	38
2022 Q1	$7.36M	Sell	106,092 -296	-0.3%	-$20.2K	0.86%	36
2021 Q4	$8.13M	Buy	106,388 +2,020	+2%	+$150K	0.92%	35
2021 Q3	$7.15M	Buy	104,368 +4,660	+5%	+$330K	0.9%	36
2021 Q2	$6.77M	Buy	99,708 +36	+0%	+$2.32K	0.85%	38
2021 Q1	$6.06M	Sell	99,672 -1,000	-1%	-$60.9K	0.82%	38
2020 Q4	$6.07M	Buy	100,672 +10,260	+11%	+$584K	0.86%	38
2020 Q3	$4.9M	Hold	90,412	–	–	0.79%	43
2020 Q2	$4.34M	Hold	90,412	–	–	0.75%	45
2020 Q1	$3.4M	Sell	90,412 -30,000	-25%	-$1.29M	0.73%	45
2019 Q4	$5.3M	Buy	120,412 +22,260	+23%	+$929K	0.97%	35
2019 Q3	$3.92M	Buy	98,152 +30,400	+45%	+$1.22M	0.79%	42
2019 Q2	$2.67M	Sell	67,752 -4,920	-7%	-$190K	0.55%	58
2019 Q1	$2.75M	Sell	72,672 -2,680	-4%	-$96.3K	0.6%	56
2018 Q4	$2.47M	Buy	75,352 +232	+0.3%	+$8.18K	0.61%	58
2018 Q3	$2.93M	Hold	75,120	–	–	0.65%	54
2018 Q2	$2.7M	Sell	75,120 -4,000	-5%	-$141K	0.63%	56
2018 Q1	$2.69M	Sell	79,120 -4,800	-6%	-$168K	0.62%	57
2017 Q4	$2.83M	Hold	83,920	–	–	0.65%	57
2017 Q3	$2.62M	Hold	83,920	–	–	0.65%	55
2017 Q2	$2.5M	Hold	83,920	–	–	0.65%	54
2017 Q1	$2.39M	Hold	83,920	–	–	0.66%	51
2016 Q4	$2.2M	Hold	83,920	–	–	0.66%	52
2016 Q3	$2.19M	Hold	83,920	–	–	0.68%	49
2016 Q2	$2.11M	Hold	83,920	–	–	0.66%	54
2016 Q1	$2.09M	Buy	83,920 +4,120	+5%	+$97.3K	0.68%	49
2015 Q4	$1.99M	Hold	79,800	–	–	0.69%	52
2015 Q3	$1.85M	Buy	79,800 +8,000	+11%	+$197K	0.69%	48
2015 Q2	$1.78M	Buy	71,800 +6,200	+9%	+$156K	0.65%	54
2015 Q1	$1.62M	Hold	65,600	–	–	0.59%	59
2014 Q4	$1.57M	Buy	65,600 +2,488	+4%	+$58.2K	0.61%	63
2014 Q3	$1.45M	Hold	63,112	–	–	0.58%	64
2014 Q2	$1.44M	Buy	63,112 +48	+0.1%	+$1.05K	0.55%	66
2014 Q1	$1.36M	Hold	63,064	–	–	0.57%	65
2013 Q4	$1.35M	Buy	63,064 +15,600	+33%	+$320K	0.56%	70
2013 Q3	$928K	Buy	47,464 +5,064	+12%	+$96.9K	0.44%	85
2013 Q2	$771K	Buy	+42,400	New	+$777K	0.37%	96

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Narwhal Capital Management's IWF Position: Q2 2026 in Review

Narwhal Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 125,220 shares worth $15.5M. The position accounts for 1.07% of the portfolio, ranked #22.

Narwhal Capital Management first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Narwhal Capital Management held 125,220 shares of iShares Russell 1000 Growth ETF worth $15.5M as of Q2 2026.
Narwhal Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 1.07% of Narwhal Capital Management's portfolio in Q2 2026, its #22 holding.
Narwhal Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.