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Newbridge Financial Services Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Newbridge Financial Services 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
2026
Q2 		$3.34M Buy
26,935
+39
+0.1% +$4.7K 0.41% 58
2026
Q1 		$2.87M Sell
26,896
-432
-2% -$49K 0.47% 53
2025
Q4 		$3.23M Sell
27,328
-1,012
-4% -$120K 0.5% 47
2025
Q3 		$3.32M Sell
28,340
-388
-1% -$43.2K 0.5% 43
2025
Q2 		$3.05M Sell
28,728
-1,556
-5% -$149K 0.49% 44
2025
Q1 		$2.73M Sell
30,284
-1,180
-4% -$116K 0.66% 36
2024
Q4 		$3.16M Buy
31,464
+1,816
+6% +$179K 0.81% 30
2024
Q3 		$2.78M Buy
29,648
+11,180
+61% +$1.01M 0.98% 27
2024
Q2 		$1.68M Buy
18,468
+7,256
+65% +$620K 0.63% 34
2024
Q1 		$945K Sell
11,212
-956
-8% -$77K 0.41% 53
2023
Q4 		$922K Sell
12,168
-152
-1% -$10.7K 0.45% 41
2023
Q3 		$819K Sell
12,320
-1,632
-12% -$113K 0.41% 42
2023
Q2 		$960K Sell
13,952
-280
-2% -$17.8K 0.47% 35
2023
Q1 		$869K Sell
14,232
-132
-0.9% -$7.61K 0.46% 41
2022
Q4 		$769K Sell
14,364
-440
-3% -$24.2K 0.44% 43
2022
Q3 		$779K Sell
14,804
-152
-1% -$8.94K 0.46% 40
2022
Q2 		$818K Sell
14,956
-132
-0.9% -$7.92K 0.51% 40
2022
Q1 		$1.05M Sell
15,088
-5,240
-26% -$358K 0.51% 33
2021
Q4 		$1.55M Buy
20,328
+3,600
+22% +$267K 0.73% 24
2021
Q3 		$1.15M Buy
16,728
+3,768
+29% +$267K 0.72% 24
2021
Q2 		$880K Buy
12,960
+1,336
+11% +$86.1K 0.54% 30
2021
Q1 		$706K Sell
11,624
-1,640
-12% -$99.8K 0.52% 33
2020
Q4 		$800K Buy
13,264
+5,708
+76% +$325K 0.66% 24
2020
Q3 		$410K Buy
+7,556
New +$398K 0.4% 56

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Newbridge Financial Services Group's IWF Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.15% in Q2 2026, buying an estimated $4.7K and bringing the position to 26,935 shares worth $3.34M. The position accounts for 0.41% of the portfolio, ranked #58.

Newbridge Financial Services Group first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Newbridge Financial Services Group held 26,935 shares of iShares Russell 1000 Growth ETF worth $3.34M as of Q2 2026.
  • Newbridge Financial Services Group bought 39 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.7K.
  • iShares Russell 1000 Growth ETF made up 0.41% of Newbridge Financial Services Group's portfolio in Q2 2026, its #58 holding.
  • Newbridge Financial Services Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.