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

New World 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	$616K	Buy	4,964 +132	+3%	+$15.9K	0.1%	33
2026 Q1	$515K	Buy	+4,832	New	+$548K	0.09%	30
2023 Q1	–	Sell	-54,468	Closed	-$2.92M	–	67
2022 Q4	$2.92M	Buy	54,468 +44,320	+437%	+$2.44M	0.99%	9
2022 Q3	$534K	Sell	10,148 -17,280	-63%	-$1.02M	0.25%	16
2022 Q2	$1.52M	Buy	+27,428	New	+$1.65M	0.82%	13
2022 Q1	–	Sell	-13,516	Closed	-$1.03M	–	65
2021 Q4	$1.03M	Buy	+13,516	New	+$1M	0.48%	15

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 World Advisors's IWF Position: Q2 2026 in Review

New World Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.7% in Q2 2026, buying an estimated $15.9K and bringing the position to 4,964 shares worth $616K. The position accounts for 0.1% of the portfolio, ranked #33.

New World Advisors first reported a position in IWF in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.92M in Q4 2022. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

New World Advisors held 4,964 shares of iShares Russell 1000 Growth ETF worth $616K as of Q2 2026.
New World Advisors bought 132 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $15.9K.
iShares Russell 1000 Growth ETF made up 0.1% of New World Advisors's portfolio in Q2 2026, its #33 holding.
New World Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 6 quarters since.
New World Advisors's iShares Russell 1000 Growth ETF position peaked at $2.92M in Q4 2022.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.