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NWAM LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

NWAM LLC’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 		$25.6M Sell
239,956
-3,792
-2% -$430K 1.47% 10
2025
Q4 		$28.8M Sell
243,748
-5,908
-2% -$700K 1.61% 9
2025
Q3 		$29.4M Sell
249,656
-4,552
-2% -$507K 1.59% 10
2025
Q2 		$27.5M Buy
254,208
+5,056
+2% +$483K 1.6% 10
2025
Q1 		$22.5M Sell
249,152
-23,952
-9% -$2.36M 1.93% 8
2024
Q4 		$27.4M Buy
273,104
+316
+0.1% +$31.1K 1.7% 9
2024
Q3 		$25.6M Buy
+272,788
New +$24.7M 1.56% 10
2024
Q2 		– Sell
-251,176
Closed -$21.1M – 350
2024
Q1 		$21.1M Sell
251,176
-4,816
-2% -$388K 1.71% 9
2023
Q4 		$19.4M Buy
255,992
+132,116
+107% +$9.34M 1.56% 9
2023
Q3 		$8.24M Sell
123,876
-132,708
-52% -$9.16M 0.84% 19
2023
Q2 		$17.7M Buy
256,584
+37,728
+17% +$2.4M 1.45% 9
2023
Q1 		$13.4M Sell
218,856
-20,852
-9% -$1.2M 1.36% 9
2022
Q4 		$12.8M Buy
239,708
+11,216
+5% +$617K 1.14% 13
2022
Q3 		$12M Buy
228,492
+14,120
+7% +$830K 1.15% 13
2022
Q2 		$11.9M Sell
214,372
-296
-0.1% -$17.8K 1.1% 13
2022
Q1 		$14.9M Buy
214,668
+32,952
+18% +$2.25M 1.14% 11
2021
Q4 		$13.9M Buy
181,716
+8,808
+5% +$653K 1.1% 11
2021
Q3 		$11.8M Sell
172,908
-124
-0.1% -$8.77K 1.07% 12
2021
Q2 		$11.7M Buy
173,032
+10,160
+6% +$655K 1.09% 12
2021
Q1 		$9.9M Buy
162,872
+6,924
+4% +$421K 0.99% 15
2020
Q4 		$9.4M Buy
155,948
+3,396
+2% +$193K 1.07% 11
2020
Q3 		$8.27M Sell
152,552
-4,408
-3% -$232K 1.36% 10
2020
Q2 		$7.53M Sell
156,960
-7,768
-5% -$342K 1.05% 12
2020
Q1 		$6.2K Sell
164,728
-7,772
-5% -$335K 0.17% 47
2019
Q4 		$7.59M Buy
172,500
+4,180
+2% +$175K 1.31% 14
2019
Q3 		$6.72M Sell
168,320
-1,472
-0.9% -$59K 1.26% 17
2019
Q2 		$6.68M Sell
169,792
-8,132
-5% -$315K 1.33% 15
2019
Q1 		$6.73M Buy
177,924
+476
+0.3% +$17.1K 1.45% 15
2018
Q4 		$5.81M Buy
177,448
+1,408
+0.8% +$49.6K 1.49% 16
2018
Q3 		$6.87M Sell
176,040
-900
-0.5% -$34.1K 1.54% 13
2018
Q2 		$6.36M Buy
176,940
+9,728
+6% +$343K 1.51% 13
2018
Q1 		$5.69M Sell
167,212
-24,840
-13% -$871K 1.44% 14
2017
Q4 		$6.47M Sell
192,052
-1,352
-0.7% -$44.3K 1.64% 12
2017
Q3 		$6.05M Sell
193,404
-4,872
-2% -$149K 1.57% 13
2017
Q2 		$5.9M Sell
198,276
-3,616
-2% -$106K 1.03% 12
2017
Q1 		$5.74M Buy
201,892
+1,836
+0.9% +$50.9K 1.75% 12
2016
Q4 		$5.25M Sell
200,056
-336
-0.2% -$8.72K 1.74% 12
2016
Q3 		$5.22M Sell
200,392
-26,424
-12% -$687K 0.4% 16
2016
Q2 		$5.69M Sell
226,816
-7,552
-3% -$189K 2.24% 7
2016
Q1 		$5.85M Buy
234,368
+31,556
+16% +$746K 2.32% 8
2015
Q4 		$5.04M Buy
+202,812
New +$5.06M 2.06% 9
2015
Q3 		– Sell
-132,000
Closed -$3.29M – 190
2015
Q2 		$3.29M Buy
132,000
+844
+0.6% +$21.2K 1.38% 17
2015
Q1 		$3.24M Sell
131,156
-89,064
-40% -$2.18M 1.39% 15
2014
Q4 		$5.26M Sell
220,220
-24,708
-10% -$578K 2.3% 6
2014
Q3 		$5.61M Sell
244,928
-2,900
-1% -$66.4K 2% 6
2014
Q2 		$5.63M Sell
247,828
-12,472
-5% -$274K 1.75% 8
2014
Q1 		$5.63M Buy
260,300
+121,516
+88% +$2.61M 1.94% 4
2013
Q4 		$2.98M Sell
138,784
-30,980
-18% -$636K 1.58% 16
2013
Q3 		$3.32M Sell
169,764
-12,744
-7% -$244K 1.61% 14
2013
Q2 		$3.32M Buy
+182,508
New +$3.34M 1.68% 11

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

NWAM LLC's IWF Position: Q1 2026 in Review

NWAM LLC reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q1 2026, selling an estimated $430K and leaving 239,956 shares worth $25.6M. The position accounts for 1.47% of the portfolio, ranked #10.

NWAM LLC first reported a position in IWF in Q2 2013 and has held it in 50 quarters since. The position peaked at $29.4M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • NWAM LLC held 239,956 shares of iShares Russell 1000 Growth ETF worth $25.6M as of Q1 2026.
  • NWAM LLC sold 3,792 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $430K.
  • iShares Russell 1000 Growth ETF made up 1.47% of NWAM LLC's portfolio in Q1 2026, its #10 holding.
  • NWAM LLC first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 50 quarters since.
  • NWAM LLC's iShares Russell 1000 Growth ETF position peaked at $29.4M in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.