Northstar Financial Companies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Northstar Financial Companies’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	$1.46M	Buy	11,757 +4,653	+65%	+$561K	0.98%	30
2026 Q1	$757K	Buy	7,104 +4,680	+193%	+$531K	0.6%	45
2025 Q4	$287K	Buy	+2,424	New	+$287K	0.23%	91
2025 Q3	–	Sell	-3,856	Closed	-$409K	–	104
2025 Q2	$409K	Buy	+3,856	New	+$369K	0.43%	59

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 Financial Companies's IWF Position: Q2 2026 in Review

Northstar Financial Companies increased its iShares Russell 1000 Growth ETF (IWF) stake by 65% in Q2 2026, buying an estimated $561K and bringing the position to 11,757 shares worth $1.46M. The position accounts for 0.98% of the portfolio, ranked #30.

Northstar Financial Companies first reported a position in IWF in Q2 2025 and has held it in 4 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Northstar Financial Companies held 11,757 shares of iShares Russell 1000 Growth ETF worth $1.46M as of Q2 2026.
Northstar Financial Companies bought 4,653 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $561K.
iShares Russell 1000 Growth ETF made up 0.98% of Northstar Financial Companies's portfolio in Q2 2026, its #30 holding.
Northstar Financial Companies first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.