New Age Alpha Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

New Age Alpha 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	$663K	Buy	5,337 +337	+7%	+$40.6K	0.03%	560
2026 Q1	$533K	Sell	5,000 -96	-2%	-$10.9K	0.02%	493
2025 Q4	$603K	Buy	5,096 +1,612	+46%	+$191K	0.03%	460
2025 Q3	$408K	Sell	3,484 -2,000	-36%	-$223K	0.02%	520
2025 Q2	$582K	Sell	5,484 -60	-1%	-$5.74K	0.03%	473
2025 Q1	$500K	Sell	5,544 -6,036	-52%	-$595K	0.02%	506
2024 Q4	$1.16M	Buy	+11,580	New	+$1.14M	0.05%	422

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

New Age Alpha Advisors's IWF Position: Q2 2026 in Review

New Age Alpha Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.7% in Q2 2026, buying an estimated $40.6K and bringing the position to 5,337 shares worth $663K. The position accounts for 0.03% of the portfolio, ranked #560.

New Age Alpha Advisors first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2024. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

New Age Alpha Advisors held 5,337 shares of iShares Russell 1000 Growth ETF worth $663K as of Q2 2026.
New Age Alpha Advisors bought 337 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $40.6K.
iShares Russell 1000 Growth ETF made up 0.03% of New Age Alpha Advisors's portfolio in Q2 2026, its #560 holding.
New Age Alpha Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
New Age Alpha Advisors's iShares Russell 1000 Growth ETF position peaked at $1.16M in Q4 2024.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.