NorthStar Asset Management (Massachusetts)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

NorthStar Asset Management (Massachusetts)’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	$605K	Sell	4,875 -5	-0.1%	-$603	0.18%	52
2026 Q1	$520K	Hold	4,880	–	–	0.16%	55
2025 Q4	$577K	Buy	4,880 +20	+0.4%	+$2.37K	0.15%	53
2025 Q3	$569K	Hold	4,860	–	–	0.15%	47
2025 Q2	$516K	Hold	4,860	–	–	0.14%	46
2025 Q1	$439K	Hold	4,860	–	–	0.13%	47
2024 Q4	$488K	Hold	4,860	–	–	0.13%	47
2024 Q3	$456K	Hold	4,860	–	–	0.11%	48
2024 Q2	$443K	Hold	4,860	–	–	0.11%	48
2024 Q1	$410K	Hold	4,860	–	–	0.07%	48
2023 Q4	$368K	Buy	+4,860	New	+$344K	0.11%	48

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

NorthStar Asset Management (Massachusetts)'s IWF Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.1% in Q2 2026, selling an estimated $603 and leaving 4,875 shares worth $605K. The position accounts for 0.18% of the portfolio, ranked #52.

NorthStar Asset Management (Massachusetts) first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

NorthStar Asset Management (Massachusetts) held 4,875 shares of iShares Russell 1000 Growth ETF worth $605K as of Q2 2026.
NorthStar Asset Management (Massachusetts) sold 5 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $603.
iShares Russell 1000 Growth ETF made up 0.18% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #52 holding.
NorthStar Asset Management (Massachusetts) first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.