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

Nestegg 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 Q2	$23.3M	Buy	187,709 +1,497	+0.8%	+$180K	16.48%	1
2026 Q1	$19.9M	Buy	186,212 +952	+0.5%	+$108K	17.43%	1
2025 Q4	$21.9M	Sell	185,260 -476	-0.3%	-$56.4K	18.73%	1
2025 Q3	$21.8M	Buy	185,736 +880	+0.5%	+$98K	19.31%	1
2025 Q2	$19.6M	Buy	184,856 +1,288	+0.7%	+$123K	18.89%	1
2025 Q1	$16.6M	Sell	183,568 -1,268	-0.7%	-$125K	17.61%	1
2024 Q4	$18.7M	Buy	+184,836	New	+$18.2M	18.87%	1

Other funds holding IWF

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Nestegg Advisors's IWF Position: Q2 2026 in Review

Nestegg Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.8% in Q2 2026, buying an estimated $180K and bringing the position to 187,709 shares worth $23.3M. The position accounts for 16.48% of the portfolio, ranked #1.

Nestegg Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Nestegg Advisors held 187,709 shares of iShares Russell 1000 Growth ETF worth $23.3M as of Q2 2026.
Nestegg Advisors bought 1,497 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $180K.
iShares Russell 1000 Growth ETF made up 16.48% of Nestegg Advisors's portfolio in Q2 2026, its #1 holding.
Nestegg Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.