Nicholas Hoffman & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Nicholas Hoffman & Company’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	$1.25M	Sell	10,054 -222	-2%	-$26.8K	0.03%	133
2026 Q1	$1.1M	Buy	10,276 +20	+0.2%	+$2.27K	0.03%	139
2025 Q4	$1.21M	Buy	10,256 +1,472	+17%	+$174K	0.03%	119
2025 Q3	$1.03M	Hold	8,784	–	–	0.02%	137
2025 Q2	$933K	Sell	8,784 -8	-0.1%	-$765	0.02%	137
2025 Q1	$794K	Buy	8,792 +1,600	+22%	+$158K	0.03%	143
2024 Q4	$722K	Sell	7,192 -820	-10%	-$80.7K	0.03%	146
2024 Q3	$752K	Buy	8,012 +204	+3%	+$18.5K	0.03%	148
2024 Q2	$712K	Buy	+7,808	New	+$667K	0.03%	152

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nicholas Hoffman & Company's IWF Position: Q2 2026 in Review

Nicholas Hoffman & Company reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q2 2026, selling an estimated $26.8K and leaving 10,054 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #133.

Nicholas Hoffman & Company first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Nicholas Hoffman & Company held 10,054 shares of iShares Russell 1000 Growth ETF worth $1.25M as of Q2 2026.
Nicholas Hoffman & Company sold 222 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $26.8K.
iShares Russell 1000 Growth ETF made up 0.03% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #133 holding.
Nicholas Hoffman & Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.