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IWF icon

NBC Securities’s iShares Russell 1000 Growth ETF IWF Stock Holding History

NBC Securities’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 		$5.41M Sell
43,549
-155
-0.4% -$18.7K 0.37% 51
2026
Q1 		$4.66M Sell
43,704
-3,436
-7% -$390K 0.35% 54
2025
Q4 		$5.58M Sell
47,140
-2,052
-4% -$243K 0.42% 36
2025
Q3 		$5.76M Sell
49,192
-620
-1% -$69K 0.44% 29
2025
Q2 		$5.29M Sell
49,812
-668
-1% -$63.9K 0.43% 31
2025
Q1 		$4.56M Buy
50,480
+50,432
+105,067% +$4.98M 0.39% 38
2024
Q4 		$4.97K Sell
48
-53,800
-100% -$5.29M 0.45% 33
2024
Q3 		$5.05M Buy
53,848
+288
+0.5% +$26.1K 0.42% 35
2024
Q2 		$4.88M Sell
53,560
-148
-0.3% -$12.6K 0.44% 32
2024
Q1 		$4.53M Sell
53,708
-764
-1% -$61.6K 0.42% 38
2023
Q4 		$4.13M Hold
54,472
– – 0.42% 39
2023
Q3 		$3.62M Buy
+54,472
New +$3.76M 0.4% 41

Other funds holding IWF

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
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
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

NBC Securities's IWF Position: Q2 2026 in Review

NBC Securities reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.35% in Q2 2026, selling an estimated $18.7K and leaving 43,549 shares worth $5.41M. The position accounts for 0.37% of the portfolio, ranked #51.

NBC Securities first reported a position in IWF in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.76M in Q3 2025. 637 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • NBC Securities held 43,549 shares of iShares Russell 1000 Growth ETF worth $5.41M as of Q2 2026.
  • NBC Securities sold 155 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $18.7K.
  • iShares Russell 1000 Growth ETF made up 0.37% of NBC Securities's portfolio in Q2 2026, its #51 holding.
  • NBC Securities first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's iShares Russell 1000 Growth ETF position peaked at $5.76M in Q3 2025.
  • 637 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.