NW
IWF icon

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

NewEdge Wealth’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 		$104M Sell
974,444
-109,760
-10% -$12.5M 1.24% 13
2025
Q4 		$128M Buy
1,084,204
+623,848
+136% +$73.9M 1.45% 12
2025
Q3 		$55.2M Sell
460,356
-4,184
-0.9% -$466K 0.79% 25
2025
Q2 		$51.4M Buy
464,540
+7,588
+2% +$726K 0.8% 22
2025
Q1 		$41.3M Sell
456,952
-39,144
-8% -$3.86M 0.75% 28
2024
Q4 		$49.8M Buy
496,096
+33,932
+7% +$3.34M 0.86% 22
2024
Q3 		$43.4M Sell
462,164
-13,500
-3% -$1.22M 0.78% 29
2024
Q2 		$43.3M Sell
475,664
-4,556
-0.9% -$389K 0.94% 18
2024
Q1 		$39.1M Sell
480,220
-50,952
-10% -$4.11M 0.88% 23
2023
Q4 		$40.3M Buy
531,172
+4,268
+0.8% +$302K 1.03% 18
2023
Q3 		$35M Sell
526,904
-2,508
-0.5% -$173K 1.11% 14
2023
Q2 		$36.4M Sell
529,412
-8,912
-2% -$567K 1.22% 10
2023
Q1 		$32.9M Sell
538,324
-73,424
-12% -$4.23M 1.25% 11
2022
Q4 		$32.8M Buy
611,748
+20,752
+4% +$1.14M 1.41% 12
2022
Q3 		$31.1M Sell
590,996
-8,616
-1% -$507K 1.47% 12
2022
Q2 		$32.8M Sell
599,612
-11,548
-2% -$693K 1.49% 13
2022
Q1 		$42.4M Sell
611,160
-224,220
-27% -$15.3M 1.88% 12
2021
Q4 		$63.8M Buy
835,380
+243,712
+41% +$18.1M 2.67% 8
2021
Q3 		$40.5M Sell
591,668
-10,612
-2% -$751K 2.41% 7
2021
Q2 		$40.9M Buy
602,280
+20,188
+3% +$1.3M 3.12% 2
2021
Q1 		$35.4M Buy
582,092
+258,736
+80% +$15.7M 3.52% 3
2020
Q4 		$19.5M Buy
+323,356
New +$18.4M 6% 1

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 Wealth's IWF Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q1 2026, selling an estimated $12.5M and leaving 974,444 shares worth $104M. The position accounts for 1.24% of the portfolio, ranked #13.

NewEdge Wealth first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $128M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • NewEdge Wealth held 974,444 shares of iShares Russell 1000 Growth ETF worth $104M as of Q1 2026.
  • NewEdge Wealth sold 109,760 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $12.5M.
  • iShares Russell 1000 Growth ETF made up 1.24% of NewEdge Wealth's portfolio in Q1 2026, its #13 holding.
  • NewEdge Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's iShares Russell 1000 Growth ETF position peaked at $128M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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