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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
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

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

New Perspectives Inc's IWF Position: Q2 2026 in Review

New Perspectives Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.2% in Q2 2026, selling an estimated $15.4K and leaving 3,848 shares worth $478K. The position accounts for 0.15% of the portfolio, ranked #23.

New Perspectives Inc first reported a position in IWF in Q2 2021 and has held it in 17 quarters since. The position peaked at $500K in Q4 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • New Perspectives Inc held 3,848 shares of iShares Russell 1000 Growth ETF worth $478K as of Q2 2026.
  • New Perspectives Inc sold 128 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Russell 1000 Growth ETF made up 0.15% of New Perspectives Inc's portfolio in Q2 2026, its #23 holding.
  • New Perspectives Inc first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 17 quarters since.
  • New Perspectives Inc's iShares Russell 1000 Growth ETF position peaked at $500K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.