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

Norris Financial Group’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	–	Sell	-22,904	Closed	-$2.44M	–	91
2026 Q1	$2.44M	Sell	22,904 -648	-3%	-$73.6K	0.8%	43
2025 Q4	$2.79M	Buy	23,552 +452	+2%	+$53.5K	0.95%	36
2025 Q3	$2.71M	Buy	23,100 +4,368	+23%	+$486K	0.99%	35
2025 Q2	$1.99M	Buy	18,732 +1,976	+12%	+$189K	0.81%	34
2025 Q1	$1.51M	Sell	16,756 -5,728	-25%	-$565K	0.71%	39
2024 Q4	$2.26M	Buy	22,484 +228	+1%	+$22.4K	1.06%	25
2024 Q3	$2.09M	Sell	22,256 -4,816	-18%	-$437K	1.03%	23
2024 Q2	$2.47M	Buy	27,072 +3,900	+17%	+$333K	1.28%	21
2024 Q1	$1.95M	Sell	23,172 -4,424	-16%	-$356K	1.07%	28
2023 Q4	$2.09M	Buy	+27,596	New	+$1.95M	1.27%	22

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

Norris Financial Group's IWF Position: Q2 2026 in Review

Norris Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 22,904 shares — an estimated $2.44M sold.

Norris Financial Group first reported a position in IWF in Q4 2023 and held it in 10 quarters. The position peaked at $2.79M in Q4 2025. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Norris Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Norris Financial Group sold 22,904 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.44M.
Norris Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and held it in 10 quarters.
Norris Financial Group's iShares Russell 1000 Growth ETF position peaked at $2.79M in Q4 2025.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.