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

Nations 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 		$1.31M Sell
10,513
-379
-3% -$45.7K 0.06% 311
2026
Q1 		$1.16M Sell
10,892
-908
-8% -$103K 0.06% 331
2025
Q4 		$1.4M Buy
11,800
+568
+5% +$67.3K 0.07% 265
2025
Q3 		$1.32M Sell
11,232
-352
-3% -$39.2K 0.08% 261
2025
Q2 		$1.23M Buy
11,584
+3,244
+39% +$310K 0.08% 249
2025
Q1 		$753K Sell
8,340
-2,112
-20% -$208K 0.06% 329
2024
Q4 		$1.05M Sell
10,452
-1,428
-12% -$140K 0.08% 262
2024
Q3 		$1.11M Buy
11,880
+1,536
+15% +$139K 0.08% 257
2024
Q2 		$943K Sell
10,344
-140
-1% -$12K 0.08% 271
2024
Q1 		$884K Sell
10,484
-324
-3% -$26.1K 0.07% 278
2023
Q4 		$819K Sell
10,808
-604
-5% -$42.7K 0.08% 273
2023
Q3 		$759K Sell
11,412
-10,128
-47% -$699K 0.08% 275
2023
Q2 		$1.48M Sell
21,540
-216
-1% -$13.7K 0.15% 164
2023
Q1 		$1.33M Buy
21,756
+892
+4% +$51.4K 0.14% 176
2022
Q4 		$1.12M Buy
20,864
+588
+3% +$32.3K 0.13% 205
2022
Q3 		$1.07M Buy
20,276
+936
+5% +$55K 0.15% 165
2022
Q2 		$1.06M Sell
19,340
-148
-0.8% -$8.88K 0.14% 181
2022
Q1 		$1.35M Buy
19,488
+4
+0% +$273 0.16% 153
2021
Q4 		$1.49M Sell
19,484
-600
-3% -$44.5K 0.2% 124
2021
Q3 		$1.38M Sell
20,084
-208
-1% -$14.7K 0.21% 123
2021
Q2 		$1.38M Sell
20,292
-1,056
-5% -$68.1K 0.23% 110
2021
Q1 		$1.3M Buy
21,348
+12,628
+145% +$769K 0.3% 92
2020
Q4 		$526K Buy
8,720
+1,516
+21% +$86.3K 0.14% 185
2020
Q3 		$391K Buy
7,204
+4
+0.1% +$211 0.12% 200
2020
Q2 		$346K Buy
7,200
+136
+2% +$5.99K 0.12% 195
2020
Q1 		$266K Sell
7,064
-1,884
-21% -$81.2K 0.11% 204
2019
Q4 		$394K Buy
8,948
+4
+0% +$167 0.14% 190
2019
Q3 		$367K Sell
8,944
-1,504
-14% -$60.3K 0.13% 199
2019
Q2 		$411K Buy
10,448
+44
+0.4% +$1.7K 0.27% 104
2019
Q1 		$394K Sell
10,404
-392
-4% -$14.1K 0.27% 103
2018
Q4 		$353K Buy
10,796
+1,088
+11% +$38.4K 0.28% 101
2018
Q3 		$379K Sell
9,708
-52
-0.5% -$1.97K 0.27% 104
2018
Q2 		$351K Sell
9,760
-436
-4% -$15.4K 0.29% 100
2018
Q1 		$347K Buy
10,196
+4
+0% +$140 0.32% 92
2017
Q4 		$343K Buy
10,192
+764
+8% +$25K 0.31% 99
2017
Q3 		$295K Buy
9,428
+1,420
+18% +$43.5K 0.29% 107
2017
Q2 		$238K Hold
8,008
– – 0.2% 147
2017
Q1 		$228K Buy
8,008
+8
+0.1% +$222 0.22% 132
2016
Q4 		$210K Buy
8,000
+8
+0.1% +$208 0.23% 136
2016
Q3 		$208K Buy
7,992
+16
+0.2% +$416 0.21% 149
2016
Q2 		$200K Buy
+7,976
New +$199K 0.21% 145

Other funds holding IWF

S
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
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
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
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

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

Nations Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.5% in Q2 2026, selling an estimated $45.7K and leaving 10,513 shares worth $1.31M. The position accounts for 0.06% of the portfolio, ranked #311.

Nations Financial Group first reported a position in IWF in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.49M in Q4 2021. 854 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Nations Financial Group held 10,513 shares of iShares Russell 1000 Growth ETF worth $1.31M as of Q2 2026.
  • Nations Financial Group sold 379 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $45.7K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #311 holding.
  • Nations Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 41 quarters since.
  • Nations Financial Group's iShares Russell 1000 Growth ETF position peaked at $1.49M in Q4 2021.
  • 854 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.