Central Valley Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Central Valley Advisors’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 Q2	$7.89M	Sell	63,552 -360	-0.6%	-$43.4K	2.02%	13
2026 Q1	$6.81M	Sell	63,912 -228	-0.4%	-$25.9K	1.86%	15
2025 Q4	$7.59M	Sell	64,140 -1,700	-3%	-$201K	2.27%	13
2025 Q3	$7.71M	Sell	65,840 -96	-0.1%	-$10.7K	2.39%	13
2025 Q2	$7M	Sell	65,936 -28,564	-30%	-$2.73M	2.38%	13
2025 Q1	$8.53M	Sell	94,500 -3,908	-4%	-$386K	3.23%	11
2024 Q4	$9.88M	Sell	98,408 -640	-0.6%	-$62.9K	4.49%	4
2024 Q3	$9.3M	Sell	99,048 -224	-0.2%	-$20.3K	5.24%	3
2024 Q2	$8.41M	Sell	99,272 -6,764	-6%	-$578K	3.59%	6
2024 Q1	$8.93M	Sell	106,036 -6,144	-5%	-$495K	4.62%	3
2023 Q4	$8.5M	Buy	+112,180	New	+$7.93M	5%	2

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Central Valley Advisors's IWF Position: Q2 2026 in Review

Central Valley Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.56% in Q2 2026, selling an estimated $43.4K and leaving 63,552 shares worth $7.89M. The position accounts for 2.02% of the portfolio, ranked #13.

Central Valley Advisors first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.88M in Q4 2024. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Central Valley Advisors held 63,552 shares of iShares Russell 1000 Growth ETF worth $7.89M as of Q2 2026.
Central Valley Advisors sold 360 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $43.4K.
iShares Russell 1000 Growth ETF made up 2.02% of Central Valley Advisors's portfolio in Q2 2026, its #13 holding.
Central Valley Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's iShares Russell 1000 Growth ETF position peaked at $9.88M in Q4 2024.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.