Next Level Private
IWF icon

Next Level Private’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Next Level Private’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
Q3 		$7.68M Sell
61,307
-1,580
-3% -$193K 1.48% 17
2026
Q2 		$7.81M Sell
62,887
-2,925
-4% -$353K 1.53% 16
2026
Q1 		$7.02M Sell
65,812
-8
-0% -$908 1.58% 16
2025
Q4 		$7.79M Sell
65,820
-2,588
-4% -$307K 2.04% 13
2025
Q3 		$8.09M Sell
68,408
-1,080
-2% -$120K 2.35% 10
2025
Q2 		$7.38M Sell
69,488
-24
-0% -$2.3K 2.4% 10
2025
Q1 		$6.27M Sell
69,512
-100
-0.1% -$9.9K 2.34% 11
2024
Q4 		$6.99M Sell
69,612
-2,512
-3% -$247K 2.82% 9
2024
Q3 		$6.77M Sell
72,124
-3,936
-5% -$357K 2.77% 9
2024
Q2 		$6.93M Sell
76,060
-548
-0.7% -$46.8K 3.17% 8
2024
Q1 		$6.46M Sell
76,608
-1,684
-2% -$136K 2.96% 7
2023
Q4 		$5.93M Buy
78,292
+72
+0.1% +$5.09K 3.36% 7
2023
Q3 		$5.25M Sell
78,220
-76
-0.1% -$5.25K 3.48% 7
2023
Q2 		$5.33M Sell
78,296
-724
-0.9% -$46K 3.45% 7
2023
Q1 		$4.83M Sell
79,020
-292
-0.4% -$16.8K 3.8% 7
2022
Q4 		$4.28M Sell
79,312
-2,632
-3% -$145K 3.15% 7
2022
Q3 		$4.55M Buy
+81,944
New +$4.82M 4% 5
2022
Q2 		– Sell
-78,664
Closed -$5.46M – 162
2022
Q1 		$5.46M Buy
78,664
+456
+0.6% +$31.1K 4.41% 4
2021
Q4 		$5.98M Buy
+78,208
New +$5.8M 5.01% 4

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Next Level Private's IWF Position: Q3 2026 in Review

Next Level Private reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q3 2026, selling an estimated $193K and leaving 61,307 shares worth $7.68M. The position accounts for 1.48% of the portfolio, ranked #17.

Next Level Private first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.09M in Q3 2025. 1,271 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Next Level Private held 61,307 shares of iShares Russell 1000 Growth ETF worth $7.68M as of Q3 2026.
  • Next Level Private sold 1,580 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $193K.
  • iShares Russell 1000 Growth ETF made up 1.48% of Next Level Private's portfolio in Q3 2026, its #17 holding.
  • Next Level Private first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Next Level Private's iShares Russell 1000 Growth ETF position peaked at $8.09M in Q3 2025.
  • 1,271 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.