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IWF icon

Nikulski Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Nikulski Financial’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 		$1.89M Sell
15,201
-891
-6% -$107K 0.41% 71
2026
Q1 		$1.72M Sell
16,092
-5,388
-25% -$612K 0.42% 71
2025
Q4 		$2.54M Sell
21,480
-5,076
-19% -$601K 0.61% 47
2025
Q3 		$3.11M Sell
26,556
-292
-1% -$32.5K 0.78% 38
2025
Q2 		$2.85M Sell
26,848
-584
-2% -$55.8K 0.78% 40
2025
Q1 		$2.48M Sell
27,432
-1,384
-5% -$137K 0.75% 41
2024
Q4 		$2.89M Sell
28,816
-73,404
-72% -$7.22M 0.85% 38
2024
Q3 		$9.59M Sell
102,220
-1,124
-1% -$102K 2.87% 7
2024
Q2 		$9.42M Buy
103,344
+732
+0.7% +$62.5K 3% 8
2024
Q1 		$8.65M Buy
102,612
+896
+0.9% +$72.2K 2.87% 9
2023
Q4 		$7.71M Buy
101,716
+1,236
+1% +$87.4K 2.82% 8
2023
Q3 		$6.68M Buy
100,480
+432
+0.4% +$29.8K 2.76% 8
2023
Q2 		$6.88M Buy
100,048
+1,936
+2% +$123K 2.85% 6
2023
Q1 		$5.99M Sell
98,112
-1,092
-1% -$62.9K 2.65% 7
2022
Q4 		$5.31M Sell
99,204
-8,268
-8% -$455K 2.53% 9
2022
Q3 		$5.65M Buy
107,472
+1,504
+1% +$88.4K 2.93% 6
2022
Q2 		$5.79M Buy
105,968
+552
+0.5% +$33.1K 2.87% 7
2022
Q1 		$7.32M Buy
105,416
+2,584
+3% +$176K 3.09% 7
2021
Q4 		$7.86M Buy
102,832
+7,408
+8% +$549K 3.29% 5
2021
Q3 		$6.54M Buy
95,424
+3,588
+4% +$254K 3.02% 7
2021
Q2 		$6.39M Sell
91,836
-10,116
-10% -$652K 2.98% 6
2021
Q1 		$6.2M Sell
101,952
-2,756
-3% -$168K 3.18% 5
2020
Q4 		$6.31M Sell
104,708
-772
-0.7% -$43.9K 3.46% 4
2020
Q3 		$5.72M Buy
105,480
+2,040
+2% +$107K 3.63% 4
2020
Q2 		$4.96M Buy
103,440
+4,760
+5% +$210K 3.48% 4
2020
Q1 		$3.72M Buy
98,680
+9,192
+10% +$396K 3.24% 7
2019
Q4 		$4.09M Buy
89,488
+7,104
+9% +$297K 2.96% 8
2019
Q3 		$3.31M Buy
82,384
+1,048
+1% +$42K 2.76% 10
2019
Q2 		$3.29M Buy
81,336
+4,204
+5% +$163K 2.78% 11
2019
Q1 		$2.92M Sell
77,132
-50,260
-39% -$1.81M 2.84% 10
2018
Q4 		$4.17M Sell
127,392
-3,968
-3% -$140K 4.38% 4
2018
Q3 		$4.67M Buy
131,360
+5,556
+4% +$210K 4.35% 5
2018
Q2 		$4.52M Buy
125,804
+2,520
+2% +$89K 4.17% 4
2018
Q1 		$4.19M Buy
123,284
+13,960
+13% +$489K 4.16% 3
2017
Q4 		$3.68M Buy
+109,324
New +$3.58M 3.97% 4

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Nikulski Financial's IWF Position: Q2 2026 in Review

Nikulski Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.5% in Q2 2026, selling an estimated $107K and leaving 15,201 shares worth $1.89M. The position accounts for 0.41% of the portfolio, ranked #71.

Nikulski Financial first reported a position in IWF in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.59M in Q3 2024. 1,167 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Nikulski Financial held 15,201 shares of iShares Russell 1000 Growth ETF worth $1.89M as of Q2 2026.
  • Nikulski Financial sold 891 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $107K.
  • iShares Russell 1000 Growth ETF made up 0.41% of Nikulski Financial's portfolio in Q2 2026, its #71 holding.
  • Nikulski Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • Nikulski Financial's iShares Russell 1000 Growth ETF position peaked at $9.59M in Q3 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.