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New England Private Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

New England Private Wealth 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 		$8.31M Sell
70,542
-2,330
-3% -$281K 0.8% 40
2026
Q1 		$7.77M Sell
72,872
-68
-0.1% -$7.72K 0.9% 34
2025
Q4 		$8.63M Buy
72,940
+352
+0.5% +$41.7K 1.07% 30
2025
Q3 		$8.5M Buy
72,588
+640
+0.9% +$71.3K 1.12% 28
2025
Q2 		$7.92M Buy
71,948
+3,652
+5% +$349K 1.16% 28
2025
Q1 		$6.17M Sell
68,296
-572
-0.8% -$56.4K 0.95% 32
2024
Q4 		$6.91M Buy
68,868
+4,832
+8% +$475K 1.1% 31
2024
Q3 		$6.01M Buy
64,036
+80
+0.1% +$7.25K 0.97% 31
2024
Q2 		$5.83M Buy
63,956
+384
+0.6% +$32.8K 1.02% 30
2024
Q1 		$5.36M Buy
63,572
+64
+0.1% +$5.16K 0.94% 32
2023
Q4 		$4.81M Buy
63,508
+1,512
+2% +$107K 0.89% 32
2023
Q3 		$4.12M Buy
61,996
+3,256
+6% +$225K 0.86% 31
2023
Q2 		$4.04M Buy
58,740
+9,544
+19% +$607K 0.82% 31
2023
Q1 		$3M Buy
49,196
+80
+0.2% +$4.61K 0.61% 39
2022
Q4 		$2.63M Buy
49,116
+324
+0.7% +$17.8K 0.56% 38
2022
Q3 		$2.57M Sell
48,792
-1,248
-2% -$73.4K 0.6% 35
2022
Q2 		$3.47M Sell
50,040
-8
-0% -$480 0.63% 32
2022
Q1 		$3.47M Sell
50,048
-136,708
-73% -$9.33M 0.63% 32
2021
Q4 		$3.82M Buy
186,756
+134,468
+257% +$9.97M 0.66% 32
2021
Q3 		$3.58M Buy
52,288
+12
+0% +$849 0.67% 32
2021
Q2 		$3.55M Buy
52,276
+3,148
+6% +$203K 0.67% 31
2021
Q1 		$2.98M Sell
49,128
-256
-0.5% -$15.6K 0.52% 39
2020
Q4 		$2.98M Sell
49,384
-300
-0.6% -$17.1K 0.65% 31
2020
Q3 		$2.69M Sell
49,684
-5,920
-11% -$312K 0.68% 30
2020
Q2 		$2.67M Sell
55,604
-4,824
-8% -$213K 0.73% 29
2020
Q1 		$2.27M Buy
60,428
+1,784
+3% +$76.9K 0.77% 26
2019
Q4 		$2.58M Buy
58,644
+3,328
+6% +$139K 0.67% 32
2019
Q3 		$2.21M Buy
55,316
+2,412
+5% +$96.7K 0.54% 37
2019
Q2 		$2.08M Buy
52,904
+116
+0.2% +$4.49K 0.5% 38
2019
Q1 		$2M Sell
52,788
-976
-2% -$35.1K 0.52% 36
2018
Q4 		$1.76M Sell
53,764
-3,596
-6% -$127K 0.52% 36
2018
Q3 		$2.24M Sell
57,360
-732
-1% -$27.7K 0.6% 34
2018
Q2 		$2.09M Sell
58,092
-40
-0.1% -$1.41K 0.59% 36
2018
Q1 		$1.98M Sell
58,132
-2,140
-4% -$75K 0.56% 38
2017
Q4 		$2.03M Sell
60,272
-200
-0.3% -$6.55K 0.57% 38
2017
Q3 		$1.89M Buy
60,472
+172
+0.3% +$5.26K 0.56% 36
2017
Q2 		$1.8M Buy
60,300
+1,768
+3% +$51.9K 0.55% 38
2017
Q1 		$1.67M Buy
58,532
+140
+0.2% +$3.88K 0.53% 38
2016
Q4 		$1.53M Buy
58,392
+28
+0% +$727 0.53% 40
2016
Q3 		$1.52M Buy
58,364
+188
+0.3% +$4.89K 0.55% 41
2016
Q2 		$1.46M Sell
58,176
-3,352
-5% -$83.7K 0.56% 41
2016
Q1 		$1.53M Sell
61,528
-32,324
-34% -$764K 0.63% 38
2015
Q4 		$2.33M Sell
93,852
-15,608
-14% -$389K 0.93% 27
2015
Q3 		$2.55M Buy
109,460
+16,740
+18% +$412K 1.09% 23
2015
Q2 		$2.29M Sell
92,720
-324
-0.3% -$8.15K 0.87% 30
2015
Q1 		$2.3M Buy
93,044
+1,136
+1% +$27.8K 0.9% 26
2014
Q4 		$2.19M Buy
91,908
+3,088
+3% +$72.2K 0.86% 28
2014
Q3 		$2.03M Buy
88,820
+1,136
+1% +$26K 0.82% 31
2014
Q2 		$1.99M Sell
87,684
-40
-0% -$878 0.82% 29
2014
Q1 		$1.9M Buy
87,724
+5,484
+7% +$118K 0.8% 30
2013
Q4 		$1.77M Buy
82,240
+1,728
+2% +$35.5K 0.8% 31
2013
Q3 		$1.57M Buy
80,512
+68,256
+557% +$1.31M 0.83% 31
2013
Q2 		$222K Buy
+12,256
New +$224K 0.14% 60

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

New England Private Wealth Advisors's IWF Position: Q2 2026 in Review

New England Private Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q2 2026, selling an estimated $281K and leaving 70,542 shares worth $8.31M. The position accounts for 0.8% of the portfolio, ranked #40.

New England Private Wealth Advisors first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.63M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • New England Private Wealth Advisors held 70,542 shares of iShares Russell 1000 Growth ETF worth $8.31M as of Q2 2026.
  • New England Private Wealth Advisors sold 2,330 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $281K.
  • iShares Russell 1000 Growth ETF made up 0.8% of New England Private Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • New England Private Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • New England Private Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $8.63M in Q4 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.