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Valpey Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Valpey Financial Services’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 		$313K Sell
2,940
-76
-3% -$8.63K 0.2% 65
2025
Q4 		$357K Sell
3,016
-108
-3% -$12.8K 0.23% 61
2025
Q3 		$366K Sell
3,124
-56
-2% -$6.24K 0.24% 60
2025
Q2 		$338K Buy
+3,180
New +$304K 0.23% 62

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

Valpey Financial Services's IWF Position: Q1 2026 in Review

Valpey Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q1 2026, selling an estimated $8.63K and leaving 2,940 shares worth $313K. The position accounts for 0.2% of the portfolio, ranked #65.

Valpey Financial Services first reported a position in IWF in Q2 2025 and has held it in 4 quarters since. The position peaked at $366K in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Valpey Financial Services held 2,940 shares of iShares Russell 1000 Growth ETF worth $313K as of Q1 2026.
  • Valpey Financial Services sold 76 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $8.63K.
  • iShares Russell 1000 Growth ETF made up 0.2% of Valpey Financial Services's portfolio in Q1 2026, its #65 holding.
  • Valpey Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Valpey Financial Services's iShares Russell 1000 Growth ETF position peaked at $366K in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Valpey Financial Services's 13F filing for Q1 2026, filed 11 May 2026.