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

NerdWallet Wealth Partners’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	$498K	Buy	4,014 +918	+30%	+$111K	0.17%	40
2026 Q1	$330K	Hold	3,096	–	–	0.14%	42
2025 Q4	$366K	Hold	3,096	–	–	0.16%	45
2025 Q3	$363K	Buy	+3,096	New	+$345K	0.18%	42

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

NerdWallet Wealth Partners's IWF Position: Q2 2026 in Review

NerdWallet Wealth Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q2 2026, buying an estimated $111K and bringing the position to 4,014 shares worth $498K. The position accounts for 0.17% of the portfolio, ranked #40.

NerdWallet Wealth Partners first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

NerdWallet Wealth Partners held 4,014 shares of iShares Russell 1000 Growth ETF worth $498K as of Q2 2026.
NerdWallet Wealth Partners bought 918 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $111K.
iShares Russell 1000 Growth ETF made up 0.17% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #40 holding.
NerdWallet Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.