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

North Star Investment 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 Q1	$850K	Hold	7,968	–	–	0.05%	305
2025 Q4	$943K	Hold	7,968	–	–	0.06%	244
2025 Q3	$933K	Hold	7,968	–	–	0.06%	246
2025 Q2	$846K	Buy	7,968 +1,948	+32%	+$186K	0.06%	249
2025 Q1	$543K	Buy	6,020 +720	+14%	+$71K	0.04%	305
2024 Q4	$532K	Sell	5,300 -24	-0.5%	-$2.36K	0.04%	316
2024 Q3	$500K	Hold	5,324	–	–	0.03%	321
2024 Q2	$485K	Sell	5,324 -220	-4%	-$18.8K	0.04%	328
2024 Q1	$467K	Buy	+5,544	New	+$447K	0.03%	334
2022 Q1	–	Sell	-176	Closed	-$13K	–	1173
2021 Q4	$13K	Buy	+176	New	+$13K	﹤0.01%	851
2020 Q1	–	Sell	-308	Closed	-$14K	–	1026
2019 Q4	$14K	Hold	308	–	–	﹤0.01%	764
2019 Q3	$12K	Buy	+308	New	+$12.3K	﹤0.01%	789
2019 Q2	–	Sell	-308	Closed	-$12K	–	655
2019 Q1	$12K	Hold	308	–	–	﹤0.01%	798
2018 Q4	$10K	Hold	308	–	–	﹤0.01%	802
2018 Q3	$12K	Hold	308	–	–	﹤0.01%	809
2018 Q2	$11K	Hold	308	–	–	﹤0.01%	837
2018 Q1	$10K	Hold	308	–	–	﹤0.01%	851
2017 Q4	$10K	Hold	308	–	–	﹤0.01%	826
2017 Q3	$10K	Hold	308	–	–	﹤0.01%	840
2017 Q2	$9K	Hold	308	–	–	﹤0.01%	844
2017 Q1	$9K	Hold	308	–	–	﹤0.01%	814
2016 Q4	$8K	Hold	308	–	–	﹤0.01%	775
2016 Q3	$8K	Hold	308	–	–	﹤0.01%	655
2016 Q2	$8K	Hold	308	–	–	﹤0.01%	649
2016 Q1	$8K	Hold	308	–	–	﹤0.01%	613
2015 Q4	$8K	Hold	308	–	–	﹤0.01%	608
2015 Q3	$7K	Hold	308	–	–	﹤0.01%	681
2015 Q2	$8K	Hold	308	–	–	﹤0.01%	652
2015 Q1	$8K	Hold	308	–	–	﹤0.01%	655
2014 Q4	$7K	Hold	308	–	–	﹤0.01%	658
2014 Q3	$7K	Hold	308	–	–	﹤0.01%	549
2014 Q2	$7K	Buy	+308	New	+$6.76K	﹤0.01%	593

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

North Star Investment Management's IWF Position: Q1 2026 in Review

North Star Investment Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 7,968 shares worth $850K. The position accounts for 0.05% of the portfolio, ranked #305.

North Star Investment Management first reported a position in IWF in Q2 2014 and has held it in 32 quarters since. The position peaked at $943K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

North Star Investment Management held 7,968 shares of iShares Russell 1000 Growth ETF worth $850K as of Q1 2026.
North Star Investment Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.05% of North Star Investment Management's portfolio in Q1 2026, its #305 holding.
North Star Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 32 quarters since.
North Star Investment Management's iShares Russell 1000 Growth ETF position peaked at $943K in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.