JVL Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

JVL Associates’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 Q3	$4.57M	Hold	36,448	–	–	1.31%	14
2026 Q2	$4.53M	Hold	36,448	–	–	1.28%	14
2026 Q1	$3.89M	Hold	36,448	–	–	1.3%	14
2025 Q4	$4.31M	Hold	36,448	–	–	1.4%	14
2025 Q3	$4.27M	Hold	36,448	–	–	1.41%	12
2025 Q2	$3.87M	Buy	36,448 +1,340	+4%	+$128K	1.39%	12
2025 Q1	$3.17M	Hold	35,108	–	–	1.28%	12
2024 Q4	$3.52M	Sell	35,108 -52	-0.1%	-$5.12K	1.34%	12
2024 Q3	$3.3M	Buy	35,160 +52	+0.1%	+$4.71K	1.27%	12
2024 Q2	$3.2M	Hold	35,108	–	–	1.28%	12
2024 Q1	$2.96M	Sell	35,108 -216	-0.6%	-$17.4K	1.22%	12
2023 Q4	$2.68M	Buy	+35,324	New	+$2.5M	1.21%	13

Other funds holding IWF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

JVL Associates's IWF Position: Q3 2026 in Review

JVL Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 36,448 shares worth $4.57M. The position accounts for 1.31% of the portfolio, ranked #14.

JVL Associates first reported a position in IWF in Q4 2023 and has held it in 12 quarters since. 1,625 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

JVL Associates held 36,448 shares of iShares Russell 1000 Growth ETF worth $4.57M as of Q3 2026.
JVL Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 1.31% of JVL Associates's portfolio in Q3 2026, its #14 holding.
JVL Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
1,625 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.