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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Novare Capital Management's IWF Position: Q1 2026 in Review

Novare Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.4% in Q1 2026, buying an estimated $30K and bringing the position to 3,408 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #153.

Novare Capital Management first reported a position in IWF in Q2 2023 and has held it in 11 quarters since. The position peaked at $372K in Q4 2025. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Novare Capital Management held 3,408 shares of iShares Russell 1000 Growth ETF worth $363K as of Q1 2026.
Novare Capital Management bought 264 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $30K.
iShares Russell 1000 Growth ETF made up 0.03% of Novare Capital Management's portfolio in Q1 2026, its #153 holding.
Novare Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 11 quarters since.
Novare Capital Management's iShares Russell 1000 Growth ETF position peaked at $372K in Q4 2025.
2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.