Nations Financial Group
IWF icon

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
Q3 		$1.27M Sell
10,153
-360
-3% -$44K 0.06% 314
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Nations Financial Group's IWF Position: Q3 2026 in Review

Nations Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.4% in Q3 2026, selling an estimated $44K and leaving 10,153 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #314.

Nations Financial Group first reported a position in IWF in Q2 2016 and has held it in 42 quarters since. The position peaked at $1.49M in Q4 2021. 2,008 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Nations Financial Group held 10,153 shares of iShares Russell 1000 Growth ETF worth $1.27M as of Q3 2026.
  • Nations Financial Group sold 360 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $44K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Nations Financial Group's portfolio in Q3 2026, its #314 holding.
  • Nations Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 42 quarters since.
  • Nations Financial Group's iShares Russell 1000 Growth ETF position peaked at $1.49M in Q4 2021.
  • 2,008 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.