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Great Valley Advisor Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Great Valley Advisor Group’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 		$20.3M Buy
163,398
+4,530
+3% +$546K 0.32% 80
2026
Q1 		$16.9M Buy
158,868
+6,540
+4% +$742K 0.31% 86
2025
Q4 		$18M Buy
152,328
+244
+0.2% +$28.9K 0.35% 73
2025
Q3 		$17.8M Buy
152,084
+716
+0.5% +$79.7K 0.36% 72
2025
Q2 		$16.1M Sell
151,368
-11,684
-7% -$1.12M 0.36% 76
2025
Q1 		$14.7M Buy
163,052
+1,152
+0.7% +$114K 0.32% 82
2024
Q4 		$16.3M Sell
161,900
-20,480
-11% -$2.01M 0.36% 66
2024
Q3 		$17.1M Buy
182,380
+8,552
+5% +$775K 0.42% 63
2024
Q2 		$15.8M Buy
173,828
+6,080
+4% +$519K 0.44% 58
2024
Q1 		$14.1M Buy
167,748
+1,596
+1% +$129K 0.43% 62
2023
Q4 		$12.6M Sell
166,152
-10,852
-6% -$767K 0.44% 59
2023
Q3 		$11.8M Sell
177,004
-4,408
-2% -$304K 0.49% 56
2023
Q2 		$12.5M Sell
181,412
-7,436
-4% -$473K 0.52% 53
2023
Q1 		$11.5M Sell
188,848
-80,512
-30% -$4.64M 0.54% 50
2022
Q4 		$14.4M Sell
269,360
-928
-0.3% -$51K 0.74% 30
2022
Q3 		$14.2M Sell
270,288
-13,212
-5% -$777K 0.8% 25
2022
Q2 		$15.5M Buy
283,500
+11,236
+4% +$675K 0.85% 20
2022
Q1 		$19.9M Buy
272,264
+11,348
+4% +$775K 1.16% 16
2021
Q4 		$18.9M Sell
260,916
-2,520
-1% -$187K 1.17% 14
2021
Q3 		$18M Buy
263,436
+4,644
+2% +$329K 1.24% 13
2021
Q2 		$16.7M Buy
258,792
+115,660
+81% +$7.46M 1.23% 15
2021
Q1 		$8.7M Sell
143,132
-3,436
-2% -$209K 0.84% 24
2020
Q4 		$8.84M Buy
146,568
+3,012
+2% +$171K 0.91% 18
2020
Q3 		$7.78M Buy
143,556
+4,588
+3% +$242K 0.96% 16
2020
Q2 		$6.67M Buy
138,968
+49,720
+56% +$2.19M 1.09% 12
2020
Q1 		$3.36M Sell
89,248
-16,520
-16% -$712K 0.89% 27
2019
Q4 		$4.65M Sell
105,768
-292
-0.3% -$12.2K 1.04% 12
2019
Q3 		$4.23M Buy
106,060
+120
+0.1% +$4.81K 1.02% 15
2019
Q2 		$4.17M Buy
105,940
+82,200
+346% +$3.18M 1.05% 13
2019
Q1 		$899K Buy
+23,740
New +$853K 0.29% 103

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Great Valley Advisor Group's IWF Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.9% in Q2 2026, buying an estimated $546K and bringing the position to 163,398 shares worth $20.3M. The position accounts for 0.32% of the portfolio, ranked #80.

Great Valley Advisor Group first reported a position in IWF in Q1 2019 and has held it in 30 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Great Valley Advisor Group held 163,398 shares of iShares Russell 1000 Growth ETF worth $20.3M as of Q2 2026.
  • Great Valley Advisor Group bought 4,530 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $546K.
  • iShares Russell 1000 Growth ETF made up 0.32% of Great Valley Advisor Group's portfolio in Q2 2026, its #80 holding.
  • Great Valley Advisor Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.