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Valley Forge Investment Consultants’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Valley Forge Investment Consultants’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
Q1 		$4.08M Sell
38,248
-1,304
-3% -$148K 1.22% 11
2025
Q4 		$4.68M Sell
39,552
-192
-0.5% -$22.7K 1.36% 11
2025
Q3 		$4.65M Sell
39,744
-7,848
-16% -$874K 1.36% 11
2025
Q2 		$5.05M Sell
47,592
-636
-1% -$60.8K 1.62% 10
2025
Q1 		$4.35M Sell
48,228
-420
-0.9% -$41.4K 1.55% 11
2024
Q4 		$4.88M Buy
48,648
+108
+0.2% +$10.6K 1.68% 10
2024
Q3 		$4.56M Sell
48,540
-700
-1% -$63.5K 1.59% 11
2024
Q2 		$4.49M Sell
49,240
-16
-0% -$1.37K 1.7% 11
2024
Q1 		$4.15M Sell
49,256
-8,584
-15% -$692K 1.62% 11
2023
Q4 		$4.38M Buy
57,840
+120
+0.2% +$8.49K 1.95% 11
2023
Q3 		$3.84M Sell
57,720
-7,000
-11% -$483K 1.75% 11
2023
Q2 		$4.45M Sell
64,720
-128
-0.2% -$8.14K 2.19% 10
2023
Q1 		$3.96M Sell
64,848
-6,784
-9% -$391K 2.05% 11
2022
Q4 		$3.84M Buy
71,632
+292
+0.4% +$16.1K 2.02% 11
2022
Q3 		$3.75M Sell
71,340
-4,832
-6% -$284K 2.06% 10
2022
Q2 		$4.17M Buy
76,172
+212
+0.3% +$12.7K 2.08% 9
2022
Q1 		$5.27M Buy
75,960
+84
+0.1% +$5.73K 2.17% 9
2021
Q4 		$5.8M Buy
75,876
+3,020
+4% +$224K 2.56% 8
2021
Q3 		$4.99M Buy
72,856
+9,860
+16% +$698K 2.68% 9
2021
Q2 		$4.28M Buy
62,996
+2,000
+3% +$129K 2.31% 9
2021
Q1 		$3.71M Buy
60,996
+7,476
+14% +$455K 2.54% 8
2020
Q4 		$3.23M Buy
+53,520
New +$3.05M 2.81% 10

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valley Forge Investment Consultants's IWF Position: Q1 2026 in Review

Valley Forge Investment Consultants reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.3% in Q1 2026, selling an estimated $148K and leaving 38,248 shares worth $4.08M. The position accounts for 1.22% of the portfolio, ranked #11.

Valley Forge Investment Consultants first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.8M in Q4 2021. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Valley Forge Investment Consultants held 38,248 shares of iShares Russell 1000 Growth ETF worth $4.08M as of Q1 2026.
  • Valley Forge Investment Consultants sold 1,304 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $148K.
  • iShares Russell 1000 Growth ETF made up 1.22% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #11 holding.
  • Valley Forge Investment Consultants first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Valley Forge Investment Consultants's iShares Russell 1000 Growth ETF position peaked at $5.8M in Q4 2021.
  • 2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.