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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 World Advisors's IWF Position: Q1 2026 in Review

New World Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2026: 4,832 shares worth $515K. The stake represents 0.09% of the portfolio and ranks #30 among its holdings. This is a return to the name: New World Advisors previously reported a position in IWF as recently as Q4 2022.

New World Advisors first reported a position in IWF in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.92M in Q4 2022. 2,436 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

New World Advisors held 4,832 shares of iShares Russell 1000 Growth ETF worth $515K as of Q1 2026.
iShares Russell 1000 Growth ETF was a new New World Advisors position in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.09% of New World Advisors's portfolio in Q1 2026, its #30 holding.
New World Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 5 quarters since.
New World Advisors's iShares Russell 1000 Growth ETF position peaked at $2.92M in Q4 2022.
2,436 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.