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IWF icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

JVL Associates's IWF Position: Q2 2026 in Review

JVL Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 36,448 shares worth $4.53M. The position accounts for 1.28% of the portfolio, ranked #14.

JVL Associates first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 1,558 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • JVL Associates held 36,448 shares of iShares Russell 1000 Growth ETF worth $4.53M as of Q2 2026.
  • JVL Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 1.28% of JVL Associates's portfolio in Q2 2026, its #14 holding.
  • JVL Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,558 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.