PVI
IWF icon

Pine Valley Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Pine Valley Investments’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 		$1.39M Sell
11,226
-94
-0.8% -$11.3K 0.06% 264
2026
Q1 		$1.21M Sell
11,320
-32
-0.3% -$3.63K 0.06% 273
2025
Q4 		$1.34M Buy
11,352
+140
+1% +$16.6K 0.06% 244
2025
Q3 		$1.31M Buy
11,212
+4,448
+66% +$495K 0.06% 243
2025
Q2 		$718K Buy
6,764
+620
+10% +$59.3K 0.04% 301
2025
Q1 		$555K Sell
6,144
-32
-0.5% -$3.16K 0.03% 321
2024
Q4 		$620K Buy
6,176
+16
+0.3% +$1.57K 0.04% 311
2024
Q3 		$578K Sell
6,160
-2,804
-31% -$254K 0.04% 304
2024
Q2 		$817K Sell
8,964
-36,472
-80% -$3.11M 0.05% 251
2024
Q1 		$3.83M Sell
45,436
-3,836
-8% -$309K 0.26% 89
2023
Q4 		$3.73M Buy
49,272
+108
+0.2% +$7.64K 0.27% 80
2023
Q3 		$3.28M Buy
49,164
+2,008
+4% +$139K 0.3% 77
2023
Q2 		$3.24M Sell
47,156
-192
-0.4% -$12.2K 0.32% 74
2023
Q1 		$2.92M Buy
+47,348
New +$2.73M 0.43% 50

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

Pine Valley Investments's IWF Position: Q2 2026 in Review

Pine Valley Investments reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.83% in Q2 2026, selling an estimated $11.3K and leaving 11,226 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #264.

Pine Valley Investments first reported a position in IWF in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.83M in Q1 2024. 1,557 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Pine Valley Investments held 11,226 shares of iShares Russell 1000 Growth ETF worth $1.39M as of Q2 2026.
  • Pine Valley Investments sold 94 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $11.3K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Pine Valley Investments's portfolio in Q2 2026, its #264 holding.
  • Pine Valley Investments first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's iShares Russell 1000 Growth ETF position peaked at $3.83M in Q1 2024.
  • 1,557 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.