Newton One Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Newton One Investments’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	$466K	Sell	3,755 -489	-12%	-$59K	0.12%	28
2026 Q1	$453K	Sell	4,244 -56	-1%	-$6.36K	0.12%	25
2025 Q4	$509K	Sell	4,300 -48	-1%	-$5.69K	0.15%	26
2025 Q3	$509K	Hold	4,348	–	–	0.15%	25
2025 Q2	$462K	Hold	4,348	–	–	0.15%	27
2025 Q1	$393K	Sell	4,348 -100	-2%	-$9.87K	0.14%	26
2024 Q4	$447K	Buy	4,448 +1,244	+39%	+$122K	0.17%	26
2024 Q3	$301K	Sell	3,204 -72	-2%	-$6.53K	0.12%	34
2024 Q2	$299K	Hold	3,276	–	–	0.13%	33
2024 Q1	$276K	Hold	3,276	–	–	0.12%	34
2023 Q4	$248K	Buy	3,276 +8	+0.2%	+$566	0.11%	36
2023 Q3	$217K	Sell	3,268 -60	-2%	-$4.14K	0.13%	36
2023 Q2	$229K	Buy	3,328 +8	+0.2%	+$509	0.13%	36
2023 Q1	$203K	Buy	3,320 +4	+0.1%	+$230	0.12%	37
2022 Q4	$178K	Hold	3,316	–	–	0.11%	39
2022 Q3	$174K	Hold	3,316	–	–	0.12%	34
2022 Q2	$181K	Hold	3,316	–	–	0.13%	34
2022 Q1	$230K	Hold	3,316	–	–	0.17%	31
2021 Q4	$253K	Buy	3,316 +12	+0.4%	+$890	0.18%	30
2021 Q3	$226K	Hold	3,304	–	–	0.17%	31
2021 Q2	$224K	Buy	3,304 +8	+0.2%	+$516	0.18%	30
2021 Q1	$200K	Hold	3,296	–	–	0.18%	25
2020 Q4	$199K	Buy	+3,296	New	+$188K	0.2%	23

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

Newton One Investments's IWF Position: Q2 2026 in Review

Newton One Investments reduced its iShares Russell 1000 Growth ETF (IWF) stake by 12% in Q2 2026, selling an estimated $59K and leaving 3,755 shares worth $466K. The position accounts for 0.12% of the portfolio, ranked #28.

Newton One Investments first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $509K in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Newton One Investments held 3,755 shares of iShares Russell 1000 Growth ETF worth $466K as of Q2 2026.
Newton One Investments sold 489 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $59K.
iShares Russell 1000 Growth ETF made up 0.12% of Newton One Investments's portfolio in Q2 2026, its #28 holding.
Newton One Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Newton One Investments's iShares Russell 1000 Growth ETF position peaked at $509K in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.