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

Novare Capital 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	$423K	Hold	3,408	–	–	0.03%	160
2026 Q1	$363K	Buy	3,408 +264	+8%	+$30K	0.03%	153
2025 Q4	$372K	Hold	3,144	–	–	0.03%	154
2025 Q3	$368K	Hold	3,144	–	–	0.03%	153
2025 Q2	$334K	Buy	3,144 +192	+7%	+$18.4K	0.03%	157
2025 Q1	$266K	Hold	2,952	–	–	0.02%	168
2024 Q4	$296K	Hold	2,952	–	–	0.03%	161
2024 Q3	$277K	Hold	2,952	–	–	0.02%	162
2024 Q2	$269K	Hold	2,952	–	–	0.02%	157
2024 Q1	$249K	Hold	2,952	–	–	0.02%	166
2023 Q4	$224K	Buy	+2,952	New	+$209K	0.02%	160
2023 Q3	–	Sell	-2,952	Closed	-$203K	–	172
2023 Q2	$203K	Buy	+2,952	New	+$188K	0.02%	168

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

Novare Capital Management's IWF Position: Q2 2026 in Review

Novare Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,408 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #160.

Novare Capital Management first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Novare Capital Management held 3,408 shares of iShares Russell 1000 Growth ETF worth $423K as of Q2 2026.
Novare Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.03% of Novare Capital Management's portfolio in Q2 2026, its #160 holding.
Novare Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.