Valley Wealth Managers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Valley Wealth Managers’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	$705K	Sell	6,616 -344	-5%	-$39K	0.05%	146
2025 Q4	$824K	Buy	6,960 +220	+3%	+$26.1K	0.05%	137
2025 Q3	$789K	Sell	6,740 -376	-5%	-$41.9K	0.05%	135
2025 Q2	$755K	Sell	7,116 -800	-10%	-$76.5K	0.05%	135
2025 Q1	$715K	Sell	7,916 -1,156	-13%	-$114K	0.05%	139
2024 Q4	$911K	Buy	9,072 +28	+0.3%	+$2.75K	0.07%	131
2024 Q3	$849K	Sell	9,044 -72	-0.8%	-$6.53K	0.06%	133
2024 Q2	$831K	Buy	9,116 +344	+4%	+$29.4K	0.07%	132
2024 Q1	$739K	Sell	8,772 -12,352	-58%	-$995K	0.06%	130
2023 Q4	$1.6M	Buy	21,124 +4,460	+27%	+$315K	0.12%	116
2023 Q3	$1.11M	Sell	16,664 -4,156	-20%	-$287K	0.09%	125
2023 Q2	$1.43M	Sell	20,820 -3,392	-14%	-$216K	0.13%	101
2023 Q1	$1.48M	Sell	24,212 -4,520	-16%	-$260K	0.13%	101
2022 Q4	$1.54M	Sell	28,732 -8,748	-23%	-$481K	0.14%	101
2022 Q3	$1.97M	Sell	37,480 -16,348	-30%	-$961K	0.2%	95
2022 Q2	$2.94M	Sell	53,828 -14,284	-21%	-$858K	0.28%	87
2022 Q1	$4.73M	Sell	68,112 -35,968	-35%	-$2.46M	0.4%	58
2021 Q4	$7.95M	Sell	104,080 -18,316	-15%	-$1.36M	0.64%	46
2021 Q3	$8.38M	Sell	122,396 -17,252	-12%	-$1.22M	0.73%	46
2021 Q2	$9.48M	Sell	139,648 -8,496	-6%	-$548K	0.8%	46
2021 Q1	$9M	Sell	148,144 -2,992	-2%	-$182K	0.81%	46
2020 Q4	$9.11M	Sell	151,136 -820	-0.5%	-$46.7K	0.89%	47
2020 Q3	$8.24M	Buy	151,956 +72,860	+92%	+$3.84M	0.91%	45
2020 Q2	$3.8M	Buy	79,096 +1,200	+2%	+$52.9K	0.43%	52
2020 Q1	$2.93M	Sell	77,896 -9,220	-11%	-$397K	0.38%	55
2019 Q4	$3.83M	Buy	87,116 +640	+0.7%	+$26.7K	0.38%	52
2019 Q3	$3.45M	Sell	86,476 -700	-0.8%	-$28.1K	0.37%	54
2019 Q2	$3.43M	Sell	87,176 -700	-0.8%	-$27.1K	0.36%	53
2019 Q1	$3.33M	Sell	87,876 -3,620	-4%	-$130K	0.36%	50
2018 Q4	$2.99M	Buy	91,496 +3,360	+4%	+$118K	0.39%	49
2018 Q3	$3.44M	Sell	88,136 -12,680	-13%	-$480K	0.41%	44
2018 Q2	$3.62M	Sell	100,816 -5,900	-6%	-$208K	0.44%	43
2018 Q1	$3.63M	Sell	106,716 -6,200	-5%	-$217K	0.44%	43
2017 Q4	$3.8M	Sell	112,916 -9,600	-8%	-$315K	0.46%	43
2017 Q3	$3.83M	Buy	122,516 +3,960	+3%	+$121K	0.48%	43
2017 Q2	$3.53M	Buy	118,556 +1,740	+1%	+$51.1K	0.47%	42
2017 Q1	$3.32M	Sell	116,816 -5,400	-4%	-$150K	0.44%	45
2016 Q4	$3.21M	Sell	122,216 -2,300	-2%	-$59.7K	0.46%	44
2016 Q3	$3.24M	Buy	124,516 +20,420	+20%	+$531K	0.48%	43
2016 Q2	$2.61M	Sell	104,096 -1,720	-2%	-$42.9K	0.4%	46
2016 Q1	$2.64M	Sell	105,816 -107,516	-50%	-$2.54M	0.45%	42
2015 Q4	$5.31M	Buy	213,332 +99,528	+87%	+$2.48M	0.95%	42
2015 Q3	$2.65M	Sell	113,804 -5,100	-4%	-$125K	0.48%	43
2015 Q2	$2.94M	Sell	118,904 -6,204	-5%	-$156K	0.51%	43
2015 Q1	$3.09M	Sell	125,108 -14,800	-11%	-$362K	0.53%	43
2014 Q4	$3.34M	Sell	139,908 -15,200	-10%	-$356K	0.6%	43
2014 Q3	$3.55M	Sell	155,108 -700	-0.4%	-$16K	0.68%	43
2014 Q2	$3.54M	Sell	155,808 -5,400	-3%	-$118K	0.67%	43
2014 Q1	$3.49M	Sell	161,208 -9,440	-6%	-$203K	0.7%	43
2013 Q4	$3.67M	Sell	170,648 -13,100	-7%	-$269K	0.75%	43
2013 Q3	$3.59M	Sell	183,748 -1,400	-0.8%	-$26.8K	0.78%	43
2013 Q2	$3.37M	Buy	+185,148	New	+$3.39M	0.76%	44

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valley Wealth Managers's IWF Position: Q1 2026 in Review

Valley Wealth Managers reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.9% in Q1 2026, selling an estimated $39K and leaving 6,616 shares worth $705K. The position accounts for 0.05% of the portfolio, ranked #146.

Valley Wealth Managers first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.48M in Q2 2021. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Valley Wealth Managers held 6,616 shares of iShares Russell 1000 Growth ETF worth $705K as of Q1 2026.
Valley Wealth Managers sold 344 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $39K.
iShares Russell 1000 Growth ETF made up 0.05% of Valley Wealth Managers's portfolio in Q1 2026, its #146 holding.
Valley Wealth Managers first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Valley Wealth Managers's iShares Russell 1000 Growth ETF position peaked at $9.48M in Q2 2021.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.