NCA
IWF icon

Newbrook Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Newbrook Capital 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 		$31.2M Buy
292,832
+192,144
+191% +$21.8M 5.57% 9
2025
Q4 		$11.9M Sell
100,688
-163,156
-62% -$19.3M 1.49% 20
2025
Q3 		$30.9M Sell
263,844
-120,108
-31% -$13.4M 3.78% 14
2025
Q2 		$40.8M Buy
383,952
+140,204
+58% +$13.4M 5.14% 9
2025
Q1 		$22M Buy
+243,748
New +$24M 3.47% 15
2024
Q4 		– Sell
-158,760
Closed -$14.9M – 23
2024
Q3 		$14.9M Buy
+158,760
New +$14.4M 2.01% 16
2024
Q1 		– Sell
-165,552
Closed -$12.5M – 22
2023
Q4 		$12.5M Sell
165,552
-97,380
-37% -$6.89M 1.87% 17
2023
Q3 		$17.5M Buy
+262,932
New +$18.2M 2.6% 18
2023
Q1 		– Sell
-104,100
Closed -$5.58M – 17
2022
Q4 		$5.58M Sell
104,100
-281,512
-73% -$15.5M 0.97% 14
2022
Q3 		$20.3M Sell
385,612
-97,192
-20% -$5.72M 3.47% 13
2022
Q2 		$26.4M Buy
482,804
+271,980
+129% +$16.3M 4.04% 12
2022
Q1 		$14.6M Sell
210,824
-54,748
-21% -$3.74M 1.45% 18
2021
Q4 		$20.3M Buy
265,572
+78,764
+42% +$5.84M 1.58% 19
2021
Q3 		$12.8M Sell
186,808
-202,624
-52% -$14.3M 0.93% 24
2021
Q2 		$26.4M Buy
389,432
+81,788
+27% +$5.27M 1.78% 23
2021
Q1 		$18.7M Buy
+307,644
New +$18.7M 1.28% 26
2020
Q4 		– Sell
-202,308
Closed -$11M – 30
2020
Q3 		$11M Sell
202,308
-294,180
-59% -$15.5M 0.76% 24
2020
Q2 		$23.8M Buy
+496,488
New +$21.9M 1.67% 18

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Newbrook Capital Advisors's IWF Position: Q1 2026 in Review

Newbrook Capital Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 191% in Q1 2026, buying an estimated $21.8M and bringing the position to 292,832 shares worth $31.2M. The position accounts for 5.57% of the portfolio, ranked #9.

Newbrook Capital Advisors first reported a position in IWF in Q2 2020 and has held it in 18 quarters since. The position peaked at $40.8M in Q2 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Newbrook Capital Advisors held 292,832 shares of iShares Russell 1000 Growth ETF worth $31.2M as of Q1 2026.
  • Newbrook Capital Advisors bought 192,144 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $21.8M.
  • iShares Russell 1000 Growth ETF made up 5.57% of Newbrook Capital Advisors's portfolio in Q1 2026, its #9 holding.
  • Newbrook Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 18 quarters since.
  • Newbrook Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $40.8M in Q2 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Newbrook Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.