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NovaPoint Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

NovaPoint Capital’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 		$10.3M Sell
82,960
-5,784
-7% -$697K 2.14% 13
2026
Q1 		$9.46M Sell
88,744
-1,592
-2% -$181K 2.37% 12
2025
Q4 		$10.7M Sell
90,336
-6,652
-7% -$788K 2.75% 7
2025
Q3 		$11.4M Buy
96,988
+35,840
+59% +$3.99M 2.78% 8
2025
Q2 		$6.49M Buy
61,148
+892
+1% +$85.3K 1.99% 13
2025
Q1 		$5.44M Buy
60,256
+672
+1% +$66.3K 1.68% 14
2024
Q4 		$5.98M Buy
59,584
+16,592
+39% +$1.63M 1.83% 12
2024
Q3 		$4.03M Sell
42,992
-7,784
-15% -$706K 1.25% 26
2024
Q2 		$4.63M Buy
50,776
+348
+0.7% +$29.7K 1.57% 14
2024
Q1 		$4.25M Sell
50,428
-56
-0.1% -$4.51K 1.49% 18
2023
Q4 		$3.83M Sell
50,484
-744
-1% -$52.6K 1.42% 21
2023
Q3 		$3.41M Sell
51,228
-2,952
-5% -$204K 1.35% 24
2023
Q2 		$3.73M Buy
54,180
+30,180
+126% +$1.92M 1.39% 22
2023
Q1 		$1.47M Buy
24,000
+17,460
+267% +$1.01M 0.6% 48
2022
Q4 		$350K Sell
6,540
-188
-3% -$10.3K 0.15% 95
2022
Q3 		$354K Sell
6,728
-28
-0.4% -$1.65K 0.16% 100
2022
Q2 		$369K Buy
6,756
+1,072
+19% +$64.4K 0.16% 99
2022
Q1 		$395K Sell
5,684
-400
-7% -$27.3K 0.14% 91
2021
Q4 		$465K Hold
6,084
– – 0.17% 85
2021
Q3 		$417K Buy
6,084
+2,180
+56% +$154K 0.17% 85
2021
Q2 		$265K Sell
3,904
-52
-1% -$3.35K 0.11% 103
2021
Q1 		$240K Sell
3,956
-8
-0.2% -$487 0.11% 101
2020
Q4 		$239K Buy
3,964
+8
+0.2% +$455 0.12% 99
2020
Q3 		$215K Sell
3,956
-484
-11% -$25.5K 0.14% 95
2020
Q2 		$213K Sell
4,440
-864
-16% -$38.1K 0.16% 83
2020
Q1 		$200K Hold
5,304
– – 0.18% 89
2019
Q4 		$233K Buy
+5,304
New +$221K 0.18% 97

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NovaPoint Capital's IWF Position: Q2 2026 in Review

NovaPoint Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.5% in Q2 2026, selling an estimated $697K and leaving 82,960 shares worth $10.3M. The position accounts for 2.14% of the portfolio, ranked #13.

NovaPoint Capital first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.4M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • NovaPoint Capital held 82,960 shares of iShares Russell 1000 Growth ETF worth $10.3M as of Q2 2026.
  • NovaPoint Capital sold 5,784 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $697K.
  • iShares Russell 1000 Growth ETF made up 2.14% of NovaPoint Capital's portfolio in Q2 2026, its #13 holding.
  • NovaPoint Capital first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • NovaPoint Capital's iShares Russell 1000 Growth ETF position peaked at $11.4M in Q3 2025.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.