New Perspectives Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

New Perspectives Inc’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 Q3	$482K	Hold	3,848	–	–	0.15%	26
2026 Q2	$478K	Sell	3,848 -128	-3%	-$15.4K	0.15%	23
2026 Q1	$424K	Sell	3,976 -252	-6%	-$28.6K	0.15%	23
2025 Q4	$500K	Hold	4,228	–	–	0.17%	22
2025 Q3	$495K	Hold	4,228	–	–	0.22%	22
2025 Q2	$449K	Hold	4,228	–	–	0.22%	22
2025 Q1	$382K	Hold	4,228	–	–	0.2%	22
2024 Q4	$424K	Hold	4,228	–	–	0.23%	20
2024 Q3	$397K	Hold	4,228	–	–	0.21%	20
2024 Q2	$385K	Hold	4,228	–	–	0.21%	17
2024 Q1	$356K	Buy	+4,228	New	+$341K	0.2%	17
2022 Q4	$226K	Buy	4,228 +396	+10%	+$21.8K	0.17%	22
2022 Q3	$202K	Hold	3,832	–	–	0.17%	20
2022 Q2	$210K	Hold	3,832	–	–	0.17%	21
2022 Q1	$266K	Hold	3,832	–	–	0.19%	19
2021 Q4	$293K	Sell	3,832 -160	-4%	-$11.9K	0.21%	19
2021 Q3	$273K	Sell	3,992 -200	-5%	-$14.1K	0.2%	19
2021 Q2	$285K	Buy	+4,192	New	+$270K	0.22%	19

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

New Perspectives Inc's IWF Position: Q3 2026 in Review

New Perspectives Inc held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 3,848 shares worth $482K. The position accounts for 0.15% of the portfolio, ranked #26.

New Perspectives Inc first reported a position in IWF in Q2 2021 and has held it in 18 quarters since. The position peaked at $500K in Q4 2025. 948 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

New Perspectives Inc held 3,848 shares of iShares Russell 1000 Growth ETF worth $482K as of Q3 2026.
New Perspectives Inc left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.15% of New Perspectives Inc's portfolio in Q3 2026, its #26 holding.
New Perspectives Inc first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 18 quarters since.
New Perspectives Inc's iShares Russell 1000 Growth ETF position peaked at $500K in Q4 2025.
948 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.