This article first appeared on GuruFocus .
iShares Russell 1000 Growth ETF ( IWF ) was the sole mover in Thursday's ETF activity , buying $199.4 million of stock and selling nothing, against $120.29 billion in assets. IWF increased 358 positions and decreased none, with the net bought amount matching the gross traded total.
What did IWF buy on Thursday?
Its largest buys by dollar value were NVDA ($30.3 million), AAPL ($16.6 million) and MSFT ($12.0 million).
| Stock |
Shares changed |
Value |
Position |
|---|---|---|---|
| NVIDIA ( NVDA ) |
+141,669 |
$30.3M |
15.17% of fund |
| APPLE ( AAPL ) |
+47,553 |
$16.6M |
8.32% of fund |
| MICROSOFT ( MSFT ) |
+22,572 |
$12.0M |
5.99% of fund |
| ALPHABET CLASS A ( GOOGL ) |
+35,376 |
$10.0M |
5.03% of fund |
| BROADCOM INC ( AVGO ) |
+28,248 |
$9.7M |
4.88% of fund |
The largest buy was $30.3 million of NVIDIA, lifting the fund's stake by 141,669 shares to a 15.17% weight. Apple followed at $16.6 million (47,553 shares, 8.32%), then Microsoft at $12.0 million (22,572 shares, 5.99%), Alphabet Class A at $10.0 million (35,376 shares, 5.03%) and Broadcom at $9.7 million (28,248 shares, 4.88%). None of the top buys were new positions, and there were no exits.
How does IWF invest?
IWF is an Equity US fund holding 306 stocks, with 57.0% of assets in its 10 largest holdings. Technology accounts for 56.1% of classified stocks, Communication Services 14.3% and Consumer Cyclical 8.2%, and the mix is 99.2% large-cap and 0.8% mid-cap. Its expense ratio is 0.18%, and top holdings are NVIDIA at 15.17%, Apple at 8.32%, Microsoft at 5.99%, Alphabet Class A at 5.03% and Broadcom at 4.88%. The fund has a GF Score of 90, a P/E of 29.75, a P/B of 11.81, a dividend yield of 0.37% and a year-to-date return of -0.34%.
iShares Russell 1000 Growth ETF ( IWF ) at a glance
| Measure |
Value |
|---|---|
| Category |
Equity US |
| Asset class |
Equity |
| Holdings |
306 |
| Top 10 holdings |
57.0% of assets |
| Largest sectors |
Technology 56.1%, Communication Services 14.3%, Consumer Cyclical 8.2% |
| Expense ratio |
0.18% |
| Market-cap mix |
Large 99.2%, mid 0.8%, small 0.0% |
| 90/100 |
|
| P/E |
29.75 |
| P/B |
11.81 |
| Dividend yield |
0.37% |
| Year-to-date return |
-0.34% |
| Top holdings |
NVDA (15.17%), AAPL (8.32%), MSFT (5.99%), GOOGL (5.03%), AVGO (4.88%) |
Holdings, performance and fees for IWF are on its fund summary page ; the ETF Screener lines it up against its peers. For the stock behind its biggest buy, see NVDA's GF Value page and guru trades .
More on GuruFocus: ETF Trends | ETF Screener
What should investors watch next for IWF?
With every position increased and none trimmed, watch whether IWF keeps adding across the board or begins rebalancing its heaviest weights, NVIDIA above all, at the next holdings update.
Based on holdings changes reported by iShares Russell 1000 Growth ETF ( IWF ) for Oct. 29, 2026, US-listed stocks only.
