National Philanthropic Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

National Philanthropic Trust’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	$1.86M	Sell	15,006 -2,078	-12%	-$251K	0.03%	182
2026 Q1	$1.82M	Sell	17,084 -22,000	-56%	-$2.5M	0.02%	164
2025 Q4	$4.62M	Buy	39,084 +17,320	+80%	+$2.05M	0.05%	105
2025 Q3	$2.55M	Hold	21,764	–	–	0.03%	137
2025 Q2	$2.31M	Sell	21,764 -2,096	-9%	-$200K	0.03%	128
2025 Q1	$2.15M	Buy	23,860 +1,708	+8%	+$169K	0.03%	122
2024 Q4	$2.22M	Sell	22,152 -7,044	-24%	-$693K	0.03%	123
2024 Q3	$2.74M	Buy	29,196 +7,432	+34%	+$674K	0.05%	105
2024 Q2	$1.98M	Hold	21,764	–	–	0.04%	113
2024 Q1	$1.83M	Sell	21,764 -26,924	-55%	-$2.17M	0.04%	119
2023 Q4	$3.69M	Buy	+48,688	New	+$3.44M	0.1%	85

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

National Philanthropic Trust's IWF Position: Q2 2026 in Review

National Philanthropic Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q2 2026, selling an estimated $251K and leaving 15,006 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #182.

National Philanthropic Trust first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.62M in Q4 2025. 2,425 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

National Philanthropic Trust held 15,006 shares of iShares Russell 1000 Growth ETF worth $1.86M as of Q2 2026.
National Philanthropic Trust sold 2,078 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $251K.
iShares Russell 1000 Growth ETF made up 0.03% of National Philanthropic Trust's portfolio in Q2 2026, its #182 holding.
National Philanthropic Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
National Philanthropic Trust's iShares Russell 1000 Growth ETF position peaked at $4.62M in Q4 2025.
2,425 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.