Navis Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Navis Wealth Advisors’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 Q1	$853K	Sell	8,000 -1,432	-15%	-$163K	0.44%	63
2025 Q4	$1.12M	Buy	9,432 +1,432	+18%	+$170K	0.47%	48
2025 Q3	$937K	Hold	8,000	–	–	0.7%	29
2025 Q2	$849K	Hold	8,000	–	–	0.72%	29
2025 Q1	$722K	Sell	8,000 -1,644	-17%	-$162K	0.71%	33
2024 Q4	$968K	Buy	9,644 +1,644	+21%	+$162K	1.06%	20
2024 Q3	$751K	Hold	8,000	–	–	0.81%	26
2024 Q2	$729K	Hold	8,000	–	–	0.84%	23
2024 Q1	$674K	Sell	8,000 -1,304	-14%	-$105K	0.81%	26
2023 Q4	$705K	Buy	9,304 +1,304	+16%	+$92.2K	0.92%	21
2023 Q3	$532K	Hold	8,000	–	–	0.77%	32
2023 Q2	$550K	Hold	8,000	–	–	0.5%	32
2023 Q1	$489K	Hold	8,000	–	–	0.54%	34
2022 Q4	$428K	Hold	8,000	–	–	0.61%	34
2022 Q3	$421K	Hold	8,000	–	–	0.65%	34
2022 Q2	$437K	Hold	8,000	–	–	0.47%	51
2022 Q1	$555K	Hold	8,000	–	–	0.49%	50
2021 Q4	$611K	Hold	8,000	–	–	0.51%	44
2021 Q3	$548K	Hold	8,000	–	–	0.38%	61
2021 Q2	$543K	Hold	8,000	–	–	0.46%	51
2021 Q1	$486K	Hold	8,000	–	–	0.38%	64
2020 Q4	$482K	Buy	+8,000	New	+$455K	0.44%	51

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Navis Wealth Advisors's IWF Position: Q1 2026 in Review

Navis Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q1 2026, selling an estimated $163K and leaving 8,000 shares worth $853K. The position accounts for 0.44% of the portfolio, ranked #63.

Navis Wealth Advisors first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.12M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Navis Wealth Advisors held 8,000 shares of iShares Russell 1000 Growth ETF worth $853K as of Q1 2026.
Navis Wealth Advisors sold 1,432 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $163K.
iShares Russell 1000 Growth ETF made up 0.44% of Navis Wealth Advisors's portfolio in Q1 2026, its #63 holding.
Navis Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Navis Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.12M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.