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Valeo Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Valeo Financial Advisors’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 		$17.2M Buy
138,481
+13,701
+11% +$1.65M 0.36% 35
2026
Q1 		$13.3M Sell
124,780
-6,928
-5% -$786K 0.32% 39
2025
Q4 		$14.7M Buy
131,708
+1,980
+2% +$235K 0.33% 38
2025
Q3 		$14.6M Buy
129,728
+640
+0.5% +$71.3K 0.33% 35
2025
Q2 		$13.2M Buy
129,088
+5,792
+5% +$554K 0.32% 37
2025
Q1 		$11.1M Sell
123,296
-3,636
-3% -$359K 0.31% 41
2024
Q4 		$12.7M Sell
126,932
-2,700
-2% -$266K 0.35% 36
2024
Q3 		$12.2M Buy
129,632
+860
+0.7% +$78K 0.35% 37
2024
Q2 		$11.7M Buy
128,772
+560
+0.4% +$47.8K 0.37% 34
2024
Q1 		$10.4M Sell
128,212
-1,776
-1% -$143K 0.37% 33
2023
Q4 		$9.85M Buy
129,988
+2,136
+2% +$151K 0.4% 31
2023
Q3 		$8.5M Buy
127,852
+464
+0.4% +$32K 0.39% 35
2023
Q2 		$8.76M Sell
127,388
-4,448
-3% -$283K 0.4% 33
2023
Q1 		$8.05M Sell
131,836
-6,064
-4% -$349K 0.39% 36
2022
Q4 		$7.39M Buy
137,900
+1,544
+1% +$84.9K 0.41% 33
2022
Q3 		$7.17M Buy
136,356
+6,776
+5% +$398K 0.46% 32
2022
Q2 		$7.49M Buy
129,580
+5,888
+5% +$353K 0.47% 32
2022
Q1 		$9.1M Sell
123,692
-18,356
-13% -$1.25M 0.46% 32
2021
Q4 		$10.9M Sell
142,048
-1,220
-0.9% -$90.4K 0.59% 28
2021
Q3 		$9.81M Sell
143,268
-3,536
-2% -$250K 0.56% 29
2021
Q2 		$9.96M Sell
146,804
-2,840
-2% -$183K 0.6% 27
2021
Q1 		$9.09M Buy
149,644
+2,156
+1% +$131K 0.42% 35
2020
Q4 		$8.89M Sell
147,488
-1,600
-1% -$91.1K 0.46% 32
2020
Q3 		$8.08M Buy
149,088
+2,268
+2% +$119K 0.71% 17
2020
Q2 		$7.04M Sell
146,820
-1,816
-1% -$80K 0.64% 23
2020
Q1 		$5.98M Sell
148,636
-2,816
-2% -$121K 0.64% 26
2019
Q4 		$6.66M Buy
151,452
+3,456
+2% +$144K 0.65% 27
2019
Q3 		$5.91M Sell
147,996
-2,620
-2% -$105K 0.65% 27
2019
Q2 		$5.92M Sell
150,616
-4,432
-3% -$172K 0.68% 25
2019
Q1 		$5.87M Sell
155,048
-1,388
-0.9% -$49.9K 0.71% 25
2018
Q4 		$5.12M Sell
156,436
-1,664
-1% -$58.7K 0.72% 26
2018
Q3 		$5.61M Buy
158,100
+24,036
+18% +$910K 0.76% 24
2018
Q2 		$5.03M Buy
134,064
+2,572
+2% +$90.8K 0.71% 27
2018
Q1 		$4.47M Sell
131,492
-3,416
-3% -$120K 0.72% 25
2017
Q4 		$4.54M Buy
134,908
+2,736
+2% +$89.7K 0.75% 25
2017
Q3 		$4.13M Buy
+132,172
New +$4.04M 0.94% 16

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Valeo Financial Advisors's IWF Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, buying an estimated $1.65M and bringing the position to 138,481 shares worth $17.2M. The position accounts for 0.36% of the portfolio, ranked #35.

Valeo Financial Advisors first reported a position in IWF in Q3 2017 and has held it in 36 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Valeo Financial Advisors held 138,481 shares of iShares Russell 1000 Growth ETF worth $17.2M as of Q2 2026.
  • Valeo Financial Advisors bought 13,701 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.65M.
  • iShares Russell 1000 Growth ETF made up 0.36% of Valeo Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Valeo Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 36 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.