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IWF icon

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

Nvest Financial’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 		$17.5M Buy
164,024
+3,488
+2% +$396K 6.51% 1
2025
Q4 		$19M Buy
160,536
+44,280
+38% +$5.25M 7.9% 1
2025
Q3 		$13.6M Sell
116,256
-44,604
-28% -$4.97M 7.82% 1
2025
Q2 		$17.1M Sell
160,860
-1,136
-0.7% -$109K 8.89% 1
2025
Q1 		$14.6M Sell
161,996
-4,376
-3% -$432K 7.83% 2
2024
Q4 		$16.7M Sell
166,372
-364
-0.2% -$35.8K 8.48% 1
2024
Q3 		$15.6M Sell
166,736
-2,652
-2% -$240K 8.93% 1
2024
Q2 		$15.4M Buy
169,388
+6,596
+4% +$563K 9.49% 1
2024
Q1 		$13.7M Buy
162,792
+5,900
+4% +$475K 9.14% 1
2023
Q4 		$11.9M Buy
156,892
+10,260
+7% +$726K 9.35% 1
2023
Q3 		$9.75M Buy
146,632
+948
+0.7% +$65.5K 9.11% 2
2023
Q2 		$10M Buy
145,684
+34,916
+32% +$2.22M 8.78% 2
2023
Q1 		$6.77M Buy
110,768
+13,056
+13% +$752K 7.05% 1
2022
Q4 		$5.23M Buy
97,712
+4,584
+5% +$252K 6.55% 3
2022
Q3 		$4.9M Sell
93,128
-628
-0.7% -$36.9K 6.92% 1
2022
Q2 		$5.13M Buy
93,756
+972
+1% +$58.4K 5.38% 4
2022
Q1 		$6.44M Buy
+92,784
New +$6.33M 5.29% 4

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nvest Financial's IWF Position: Q1 2026 in Review

Nvest Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q1 2026, buying an estimated $396K and bringing the position to 164,024 shares worth $17.5M. The position accounts for 6.51% of the portfolio, ranked #1.

Nvest Financial first reported a position in IWF in Q1 2022 and has held it in 17 quarters since. The position peaked at $19M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Nvest Financial held 164,024 shares of iShares Russell 1000 Growth ETF worth $17.5M as of Q1 2026.
  • Nvest Financial bought 3,488 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $396K.
  • iShares Russell 1000 Growth ETF made up 6.51% of Nvest Financial's portfolio in Q1 2026, its #1 holding.
  • Nvest Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • Nvest Financial's iShares Russell 1000 Growth ETF position peaked at $19M in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.