CVA Family Office’s iShares Russell 1000 Growth ETF IWF Stock Holding History

CVA Family Office’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	$290K	Hold	2,336	–	–	0.03%	275
2026 Q1	$249K	Hold	2,336	–	–	0.03%	284
2025 Q4	$276K	Hold	2,336	–	–	0.03%	249
2025 Q3	$274K	Hold	2,336	–	–	0.04%	242
2025 Q2	$248K	Hold	2,336	–	–	0.03%	259
2025 Q1	$211K	Hold	2,336	–	–	0.03%	271
2024 Q4	$235K	Hold	2,336	–	–	0.04%	247
2024 Q3	$219K	Hold	2,336	–	–	0.04%	246
2024 Q2	$213K	Hold	2,336	–	–	0.04%	231
2024 Q1	$197K	Hold	2,336	–	–	0.04%	253
2023 Q4	$177K	Buy	+2,336	New	+$165K	0.03%	253
2023 Q3	–	Sell	-2,336	Closed	-$161K	–	595
2023 Q2	$161K	Hold	2,336	–	–	0.03%	252
2023 Q1	$143K	Buy	2,336 +1,328	+132%	+$76.5K	0.03%	262
2022 Q4	$54K	Buy	+1,008	New	+$55.4K	0.01%	399
2022 Q2	–	Sell	-700	Closed	-$49K	–	943
2022 Q1	$49K	Hold	700	–	–	0.01%	405
2021 Q4	$53K	Hold	700	–	–	0.01%	350
2021 Q3	$38K	Hold	700	–	–	0.03%	212
2021 Q2	$48K	Hold	700	–	–	0.01%	373
2021 Q1	$43K	Hold	700	–	–	0.02%	289
2020 Q4	$42K	Hold	700	–	–	0.03%	209
2020 Q3	$38K	Hold	700	–	–	0.03%	212
2020 Q2	$34K	Hold	700	–	–	0.03%	186
2020 Q1	$26K	Buy	+700	New	+$30.2K	0.03%	181

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CVA Family Office's IWF Position: Q2 2026 in Review

CVA Family Office held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,336 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #275.

CVA Family Office first reported a position in IWF in Q1 2020 and has held it in 23 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

CVA Family Office held 2,336 shares of iShares Russell 1000 Growth ETF worth $290K as of Q2 2026.
CVA Family Office left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #275 holding.
CVA Family Office first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 23 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.