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NFP Retirement Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

NFP Retirement Inc’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 		$1.59M Sell
14,936
-8
-0.1% -$908 0.1% 116
2025
Q4 		$1.77M Sell
14,944
-840
-5% -$99.5K 0.11% 109
2025
Q3 		$1.85M Buy
15,784
+196
+1% +$21.8K 0.12% 98
2025
Q2 		$1.65M Sell
15,588
-384
-2% -$36.7K 0.11% 105
2025
Q1 		$1.44M Sell
15,972
-40
-0.2% -$3.95K 0.11% 97
2024
Q4 		$1.61M Sell
16,012
-344
-2% -$33.8K 0.13% 91
2024
Q3 		$1.53M Sell
16,356
-68
-0.4% -$6.17K 0.12% 97
2024
Q2 		$1.5M Hold
16,424
– – 0.13% 98
2024
Q1 		$1.38M Sell
16,424
-1,040
-6% -$83.8K 0.12% 102
2023
Q4 		$1.32M Buy
17,464
+1,724
+11% +$122K 0.22% 82
2023
Q3 		$1.05M Buy
15,740
+256
+2% +$17.7K 0.2% 89
2023
Q2 		$1.07M Sell
15,484
-144
-0.9% -$9.16K 0.2% 89
2023
Q1 		$955K Hold
15,628
– – 0.19% 99
2022
Q4 		$837K Sell
15,628
-800
-5% -$44K 0.18% 101
2022
Q3 		$864K Hold
16,428
– – 0.21% 93
2022
Q2 		$898K Hold
16,428
– – 0.23% 86
2022
Q1 		$1.14M Buy
+16,428
New +$1.12M 0.27% 73

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

NFP Retirement Inc's IWF Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q1 2026, selling an estimated $908 and leaving 14,936 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #116.

NFP Retirement Inc first reported a position in IWF in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.85M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • NFP Retirement Inc held 14,936 shares of iShares Russell 1000 Growth ETF worth $1.59M as of Q1 2026.
  • NFP Retirement Inc sold 8 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $908.
  • iShares Russell 1000 Growth ETF made up 0.1% of NFP Retirement Inc's portfolio in Q1 2026, its #116 holding.
  • NFP Retirement Inc first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's iShares Russell 1000 Growth ETF position peaked at $1.85M in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.