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 Q2	$42.2M	Buy	339,782 +46,950	+16%	+$5.66M	5.7%	9
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 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

Newbrook Capital Advisors's IWF Position: Q2 2026 in Review

Newbrook Capital Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q2 2026, buying an estimated $5.66M and bringing the position to 339,782 shares worth $42.2M. The position accounts for 5.7% of the portfolio, ranked #9.

Newbrook Capital Advisors first reported a position in IWF in Q2 2020 and has held it in 19 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Newbrook Capital Advisors held 339,782 shares of iShares Russell 1000 Growth ETF worth $42.2M as of Q2 2026.
Newbrook Capital Advisors bought 46,950 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $5.66M.
iShares Russell 1000 Growth ETF made up 5.7% of Newbrook Capital Advisors's portfolio in Q2 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 19 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Newbrook Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.