NWF Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

NWF Advisory Services’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	$658K	Sell	6,172 -504	-8%	-$57.2K	0.07%	176
2025 Q4	$790K	Sell	6,676 -224	-3%	-$26.5K	0.09%	150
2025 Q3	$808K	Hold	6,900	–	–	0.09%	154
2025 Q2	$732K	Buy	6,900 +1,120	+19%	+$107K	0.09%	156
2025 Q1	$522K	Buy	5,780 +240	+4%	+$23.7K	0.07%	172
2024 Q4	$556K	Sell	5,540 -260	-4%	-$25.6K	0.08%	121
2024 Q3	$544K	Sell	5,800 -44	-0.8%	-$3.99K	0.08%	155
2024 Q2	$532K	Buy	5,844 +92	+2%	+$7.86K	0.08%	148
2024 Q1	$485K	Buy	5,752 +1,656	+40%	+$133K	0.08%	162
2023 Q4	$310K	Hold	4,096	–	–	0.06%	193
2023 Q3	$272K	Hold	4,096	–	–	0.06%	199
2023 Q2	$282K	Hold	4,096	–	–	0.07%	189
2023 Q1	$282K	Buy	+4,096	New	+$236K	0.07%	188

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

NWF Advisory Services's IWF Position: Q1 2026 in Review

NWF Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.5% in Q1 2026, selling an estimated $57.2K and leaving 6,172 shares worth $658K. The position accounts for 0.07% of the portfolio, ranked #176.

NWF Advisory Services first reported a position in IWF in Q1 2023 and has held it in 13 quarters since. The position peaked at $808K in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

NWF Advisory Services held 6,172 shares of iShares Russell 1000 Growth ETF worth $658K as of Q1 2026.
NWF Advisory Services sold 504 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $57.2K.
iShares Russell 1000 Growth ETF made up 0.07% of NWF Advisory Services's portfolio in Q1 2026, its #176 holding.
NWF Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's iShares Russell 1000 Growth ETF position peaked at $808K in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.