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

Northeast 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 Q2	$2.32M	Hold	18,664	–	–	0.09%	86
2026 Q1	$1.99M	Hold	18,664	–	–	0.08%	83
2025 Q4	$2.21M	Hold	18,664	–	–	0.09%	83
2025 Q3	$2.19M	Hold	18,664	–	–	0.09%	81
2025 Q2	$1.98M	Hold	18,664	–	–	0.08%	84
2025 Q1	$1.68M	Buy	18,664 +2,000	+12%	+$197K	0.08%	85
2024 Q4	$1.67M	Hold	16,664	–	–	0.07%	88
2024 Q3	$1.56M	Sell	16,664 -1,564	-9%	-$142K	0.07%	95
2024 Q2	$1.66M	Hold	18,228	–	–	0.08%	89
2024 Q1	$1.54M	Hold	18,228	–	–	0.08%	91
2023 Q4	$1.38M	Hold	18,228	–	–	0.07%	94
2023 Q3	$1.21M	Hold	18,228	–	–	0.07%	96
2023 Q2	$1.25M	Buy	+18,228	New	+$1.16M	0.07%	91

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Northeast Investment Management's IWF Position: Q2 2026 in Review

Northeast Investment Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 18,664 shares worth $2.32M. The position accounts for 0.09% of the portfolio, ranked #86.

Northeast Investment Management first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Northeast Investment Management held 18,664 shares of iShares Russell 1000 Growth ETF worth $2.32M as of Q2 2026.
Northeast Investment Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Northeast Investment Management's portfolio in Q2 2026, its #86 holding.
Northeast Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.