Valley National Advisers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Valley National Advisers’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	$2.16M	Hold	17,396	–	–	0.24%	81
2026 Q1	$1.85M	Hold	17,396	–	–	0.24%	88
2025 Q4	$2.06M	Buy	17,396 +16,608	+2,108%	+$1.97M	0.29%	81
2025 Q3	$92K	Sell	788 -16,608	-95%	-$1.85M	0.01%	311
2025 Q2	$1.85M	Hold	17,396	–	–	0.3%	88
2025 Q1	$1.57M	Hold	17,396	–	–	0.28%	95
2024 Q4	$1.75M	Hold	17,396	–	–	0.31%	83
2024 Q3	$1.63M	Sell	17,396 -316	-2%	-$28.6K	0.29%	98
2024 Q2	$1.61M	Hold	17,712	–	–	0.24%	89
2024 Q1	$1.49M	Hold	17,712	–	–	0.23%	88
2023 Q4	$1.34M	Hold	17,712	–	–	0.21%	90
2023 Q3	$1.18M	Hold	17,712	–	–	0.21%	92
2023 Q2	$1.22M	Hold	17,712	–	–	0.2%	93
2023 Q1	$1.08M	Hold	17,712	–	–	0.19%	101
2022 Q4	$980K	Hold	17,712	–	–	0.18%	105
2022 Q3	$956K	Sell	17,712 -500	-3%	-$29.4K	0.2%	105
2022 Q2	$1.04M	Buy	18,212 +316	+2%	+$19K	0.22%	87
2022 Q1	$1.24M	Buy	17,896 +16	+0.1%	+$1.09K	0.24%	89
2021 Q4	$1.37M	Sell	17,880 -116	-0.6%	-$8.6K	0.25%	103
2021 Q3	$1.23M	Sell	17,996 -1,404	-7%	-$99.3K	0.22%	103
2021 Q2	$1.32M	Buy	19,400 +116	+0.6%	+$7.48K	0.24%	96
2021 Q1	$1.17M	Hold	19,284	–	–	0.23%	102
2020 Q4	$1.16M	Sell	19,284 -28	-0.1%	-$1.59K	0.24%	89
2020 Q3	$1.05M	Hold	19,312	–	–	0.24%	70
2020 Q2	$927K	Sell	19,312 -16	-0.1%	-$705	0.21%	79
2020 Q1	$728K	Hold	19,328	–	–	0.2%	88
2019 Q4	$850K	Hold	19,328	–	–	0.21%	86
2019 Q3	$771K	Hold	19,328	–	–	0.21%	89
2019 Q2	$760K	Hold	19,328	–	–	0.21%	85
2019 Q1	$731K	Hold	19,328	–	–	0.21%	89
2018 Q4	$633K	Buy	19,328 +672	+4%	+$23.7K	0.21%	91
2018 Q3	$727K	Hold	18,656	–	–	0.25%	86
2018 Q2	$671K	Sell	18,656 -92	-0.5%	-$3.25K	0.26%	85
2018 Q1	$638K	Buy	18,748 +984	+6%	+$34.5K	0.24%	85
2017 Q4	$598K	Hold	17,764	–	–	0.21%	89
2017 Q3	$555K	Hold	17,764	–	–	0.19%	88
2017 Q2	$529K	Sell	17,764 -888	-5%	-$26.1K	0.19%	87
2017 Q1	$531K	Buy	18,652 +2,792	+18%	+$77.4K	0.2%	85
2016 Q4	$416K	Hold	15,860	–	–	0.19%	105
2016 Q3	$413K	Hold	15,860	–	–	0.21%	105
2016 Q2	$398K	Buy	15,860 +92	+0.6%	+$2.3K	0.21%	107
2016 Q1	$393K	Hold	15,768	–	–	0.21%	107
2015 Q4	$392K	Hold	15,768	–	–	0.23%	98
2015 Q3	$367K	Hold	15,768	–	–	0.22%	107
2015 Q2	$390K	Hold	15,768	–	–	0.22%	104
2015 Q1	$390K	Hold	15,768	–	–	0.23%	101
2014 Q4	$339K	Buy	+15,768	New	+$369K	0.26%	81

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valley National Advisers's IWF Position: Q2 2026 in Review

Valley National Advisers held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 17,396 shares worth $2.16M. The position accounts for 0.24% of the portfolio, ranked #81.

Valley National Advisers first reported a position in IWF in Q4 2014 and has held it in 47 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Valley National Advisers held 17,396 shares of iShares Russell 1000 Growth ETF worth $2.16M as of Q2 2026.
Valley National Advisers left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.24% of Valley National Advisers's portfolio in Q2 2026, its #81 holding.
Valley National Advisers first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 47 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.