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

Naviter Wealth’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	$1.12M	Hold	10,472	–	–	0.14%	149
2025 Q4	$1.24M	Buy	+10,472	New	+$1.24M	0.16%	144
2025 Q3	–	Sell	-10,472	Closed	-$1.11M	–	271
2025 Q2	$1.11M	Hold	10,472	–	–	0.14%	158
2025 Q1	$944K	Hold	10,472	–	–	0.11%	177
2024 Q4	$1.05M	Buy	10,472 +5,236	+100%	+$515K	0.13%	169
2024 Q3	$491K	Hold	5,236	–	–	0.07%	187
2024 Q2	$477K	Hold	5,236	–	–	0.07%	187
2024 Q1	$441K	Sell	5,236 -96	-2%	-$7.74K	0.07%	189
2023 Q4	$404K	Buy	+5,332	New	+$377K	0.08%	179
2023 Q2	–	Sell	-4,460	Closed	-$272K	–	236
2023 Q1	$272K	Sell	4,460 -104,676	-96%	-$6.03M	0.1%	168
2022 Q4	$6.21M	Buy	+109,136	New	+$6M	1.7%	14

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

Naviter Wealth's IWF Position: Q1 2026 in Review

Naviter Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 10,472 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #149.

Naviter Wealth first reported a position in IWF in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.21M in Q4 2022. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Naviter Wealth held 10,472 shares of iShares Russell 1000 Growth ETF worth $1.12M as of Q1 2026.
Naviter Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.14% of Naviter Wealth's portfolio in Q1 2026, its #149 holding.
Naviter Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 11 quarters since.
Naviter Wealth's iShares Russell 1000 Growth ETF position peaked at $6.21M in Q4 2022.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.