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 Q2	$1.34M	Buy	10,800 +328	+3%	+$39.5K	0.12%	154
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Naviter Wealth's IWF Position: Q2 2026 in Review

Naviter Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.1% in Q2 2026, buying an estimated $39.5K and bringing the position to 10,800 shares worth $1.34M. The position accounts for 0.12% of the portfolio, ranked #154.

Naviter Wealth first reported a position in IWF in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.21M in Q4 2022. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Naviter Wealth held 10,800 shares of iShares Russell 1000 Growth ETF worth $1.34M as of Q2 2026.
Naviter Wealth bought 328 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $39.5K.
iShares Russell 1000 Growth ETF made up 0.12% of Naviter Wealth's portfolio in Q2 2026, its #154 holding.
Naviter Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 12 quarters since.
Naviter Wealth's iShares Russell 1000 Growth ETF position peaked at $6.21M in Q4 2022.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.