North Star Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $980K | Sell |
7,888
-80
| -1% | -$9.64K | 0.05% | 298 |
|
|
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
North Star Investment Management's IWF Position: Q2 2026 in Review
North Star Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q2 2026, selling an estimated $9.64K and leaving 7,888 shares worth $980K. The position accounts for 0.05% of the portfolio, ranked #298.
North Star Investment Management first reported a position in IWF in Q2 2014 and has held it in 33 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- North Star Investment Management held 7,888 shares of iShares Russell 1000 Growth ETF worth $980K as of Q2 2026.
- North Star Investment Management sold 80 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.64K.
- iShares Russell 1000 Growth ETF made up 0.05% of North Star Investment Management's portfolio in Q2 2026, its #298 holding.
- North Star Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 33 quarters since.
- 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.