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IWF icon

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

NewEdge 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 		$86.6M Sell
812,720
-30,996
-4% -$3.52M 0.31% 58
2025
Q4 		$99.8M Buy
843,716
+71,100
+9% +$8.42M 0.36% 51
2025
Q3 		$90.5M Buy
772,616
+14,240
+2% +$1.59M 0.41% 42
2025
Q2 		$80.5M Sell
758,376
-24,376
-3% -$2.33M 0.42% 42
2025
Q1 		$70.7M Sell
782,752
-22,940
-3% -$2.26M 0.42% 44
2024
Q4 		$80.9M Sell
805,692
-3,252
-0.4% -$320K 0.49% 35
2024
Q3 		$75.9M Sell
808,944
-80,472
-9% -$7.3M 0.49% 31
2024
Q2 		$81.1M Buy
889,416
+50,492
+6% +$4.31M 0.59% 26
2024
Q1 		$70.7M Buy
838,924
+345,704
+70% +$27.9M 0.62% 24
2023
Q4 		$37.7M Sell
493,220
-244,744
-33% -$17.3M 0.36% 63
2023
Q3 		$49.1M Buy
737,964
+74,876
+11% +$5.17M 0.54% 34
2023
Q2 		$45.6M Buy
663,088
+18,512
+3% +$1.18M 0.52% 33
2023
Q1 		$39.4M Buy
644,576
+13,696
+2% +$789K 0.49% 45
2022
Q4 		$18.2M Buy
630,880
+85,564
+16% +$4.71M 0.49% 40
2022
Q3 		$28.7M Buy
545,316
+27,756
+5% +$1.63M 0.47% 51
2022
Q2 		$28.3M Buy
517,560
+30,164
+6% +$1.81M 0.47% 52
2022
Q1 		$33.8M Sell
487,396
-13,412
-3% -$916K 0.54% 43
2021
Q4 		$38.3M Buy
500,808
+28,760
+6% +$2.13M 0.58% 29
2021
Q3 		$32.3M Buy
472,048
+125,028
+36% +$8.84M 0.8% 21
2021
Q2 		$23.6M Buy
347,020
+6,088
+2% +$393K 0.63% 38
2021
Q1 		$20.7M Sell
340,932
-50,480
-13% -$3.07M 0.62% 42
2020
Q4 		$23.6M Buy
391,412
+82,484
+27% +$4.69M 0.77% 29
2020
Q3 		$16.8M Sell
308,928
-22,640
-7% -$1.19M 0.58% 44
2020
Q2 		$15.9M Buy
331,568
+12,324
+4% +$543K 0.62% 43
2020
Q1 		$12M Sell
319,244
-3,548
-1% -$153K 0.58% 43
2019
Q4 		$14.2M Buy
322,792
+8,060
+3% +$337K 0.56% 44
2019
Q3 		$12.6M Buy
314,732
+2,060
+0.7% +$82.6K 0.56% 49
2019
Q2 		$12.3M Sell
312,672
-5,972
-2% -$231K 0.75% 39
2019
Q1 		$12.1M Sell
318,644
-60,560
-16% -$2.18M 0.78% 34
2018
Q4 		$12.4K Sell
379,204
-7,236
-2% -$255K 0.8% 15
2018
Q3 		$15.1M Buy
386,440
+38,648
+11% +$1.46M 1.16% 10
2018
Q2 		$12.6K Buy
347,792
+18,080
+5% +$638K 1.15% 11
2018
Q1 		$10.9M Buy
329,712
+20,328
+7% +$713K 1.25% 9
2017
Q4 		$10.8M Buy
309,384
+25,368
+9% +$831K 1.46% 7
2017
Q3 		$9.01M Buy
284,016
+33,720
+13% +$1.03M 1.4% 8
2017
Q2 		$7.46M Buy
250,296
+41,392
+20% +$1.22M 1.28% 10
2017
Q1 		$5.91M Buy
208,904
+43,828
+27% +$1.22M 1.34% 14
2016
Q4 		$4.44M Buy
165,076
+156,696
+1,870% +$4.07M 1.23% 23
2016
Q3 		$218K Buy
+8,380
New +$218K 0.07% 195

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

NewEdge Advisors's IWF Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.7% in Q1 2026, selling an estimated $3.52M and leaving 812,720 shares worth $86.6M. The position accounts for 0.31% of the portfolio, ranked #58.

NewEdge Advisors first reported a position in IWF in Q3 2016 and has held it in 39 quarters since. The position peaked at $99.8M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • NewEdge Advisors held 812,720 shares of iShares Russell 1000 Growth ETF worth $86.6M as of Q1 2026.
  • NewEdge Advisors sold 30,996 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.52M.
  • iShares Russell 1000 Growth ETF made up 0.31% of NewEdge Advisors's portfolio in Q1 2026, its #58 holding.
  • NewEdge Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 39 quarters since.
  • NewEdge Advisors's iShares Russell 1000 Growth ETF position peaked at $99.8M in Q4 2025.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.