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National Wealth Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

National Wealth Management 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 		$268K Buy
2,156
+4
+0.2% +$482 0.08% 188
2026
Q1 		$229K Sell
2,152
-152
-7% -$17.3K 0.09% 199
2025
Q4 		$273K Sell
2,304
-572
-20% -$67.8K 0.09% 195
2025
Q3 		$337K Buy
2,876
+592
+26% +$65.9K 0.13% 175
2025
Q2 		$242K Buy
+2,284
New +$218K 0.14% 138
2025
Q1 		– Sell
-2,016
Closed -$202K – 165
2024
Q4 		$202K Sell
2,016
-2,700
-57% -$266K 0.13% 144
2024
Q3 		$443K Buy
+4,716
New +$428K 0.3% 81

Other funds holding IWF

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
OC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

National Wealth Management Group's IWF Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.19% in Q2 2026, buying an estimated $482 and bringing the position to 2,156 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #188.

National Wealth Management Group first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. The position peaked at $443K in Q3 2024. 797 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • National Wealth Management Group held 2,156 shares of iShares Russell 1000 Growth ETF worth $268K as of Q2 2026.
  • National Wealth Management Group bought 4 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $482.
  • iShares Russell 1000 Growth ETF made up 0.08% of National Wealth Management Group's portfolio in Q2 2026, its #188 holding.
  • National Wealth Management Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • National Wealth Management Group's iShares Russell 1000 Growth ETF position peaked at $443K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.