New Millennium Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

New Millennium Group’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
2025 Q4	$696K	Sell	5,880 -408	-6%	-$48.3K	0.3%	35
2025 Q3	$736K	Buy	6,288 +384	+7%	+$42.8K	0.34%	36
2025 Q2	$627K	Hold	5,904	–	–	0.35%	39
2025 Q1	$533K	Hold	5,904	–	–	0.35%	32
2024 Q4	$593K	Hold	5,904	–	–	0.35%	40
2024 Q3	$554K	Hold	5,904	–	–	0.36%	42
2024 Q2	$538K	Hold	5,904	–	–	0.35%	47
2024 Q1	$497K	Hold	5,904	–	–	0.38%	53
2023 Q4	$447K	Hold	5,904	–	–	0.4%	53
2023 Q3	$393K	Hold	5,904	–	–	0.36%	33
2023 Q2	$406K	Hold	5,904	–	–	0.37%	37
2023 Q1	$361K	Hold	5,904	–	–	0.36%	38
2022 Q4	$316K	Hold	5,904	–	–	0.34%	39
2022 Q3	$311K	Hold	5,904	–	–	0.34%	37
2022 Q2	$323K	Hold	5,904	–	–	0.33%	36
2022 Q1	$410K	Hold	5,904	–	–	0.29%	39
2021 Q4	$451K	Buy	+5,904	New	+$438K	0.34%	33

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

New Millennium Group's IWF Position: Q4 2025 in Review

New Millennium Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.5% in Q4 2025, selling an estimated $48.3K and leaving 5,880 shares worth $696K. The position accounts for 0.3% of the portfolio, ranked #35.

New Millennium Group first reported a position in IWF in Q4 2021 and has held it in 17 quarters since. The position peaked at $736K in Q3 2025. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

New Millennium Group held 5,880 shares of iShares Russell 1000 Growth ETF worth $696K as of Q4 2025.
New Millennium Group sold 408 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $48.3K.
iShares Russell 1000 Growth ETF made up 0.3% of New Millennium Group's portfolio in Q4 2025, its #35 holding.
New Millennium Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
New Millennium Group's iShares Russell 1000 Growth ETF position peaked at $736K in Q3 2025.
2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.