North Star Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

North Star Asset Management’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	$374K	Hold	3,012	–	–	0.01%	278
2026 Q1	$321K	Hold	3,012	–	–	0.01%	291
2025 Q4	$356K	Buy	3,012 +40	+1%	+$4.74K	0.01%	269
2025 Q3	$348K	Buy	+2,972	New	+$331K	0.01%	269
2025 Q1	–	Sell	-2,784	Closed	-$280K	–	324
2024 Q4	$280K	Buy	+2,784	New	+$274K	0.01%	266
2015 Q3	–	Sell	-9,592	Closed	-$237K	–	254
2015 Q2	$237K	Buy	+9,592	New	+$241K	0.03%	231

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

North Star Asset Management's IWF Position: Q2 2026 in Review

North Star Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,012 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #278.

North Star Asset Management first reported a position in IWF in Q2 2015 and has held it in 6 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

North Star Asset Management held 3,012 shares of iShares Russell 1000 Growth ETF worth $374K as of Q2 2026.
North Star Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.01% of North Star Asset Management's portfolio in Q2 2026, its #278 holding.
North Star Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2015 and has held it in 6 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on North Star Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.