Valued Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Valued Wealth 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	$12.9K	Hold	104	–	–	﹤0.01%	264
2026 Q1	$11.1K	Hold	104	–	–	﹤0.01%	269
2025 Q4	$12.3K	Hold	104	–	–	0.01%	200
2025 Q3	$12.2K	Hold	104	–	–	0.01%	199
2025 Q2	$11K	Buy	+104	New	+$9.94K	0.01%	205

Other funds holding IWF

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

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

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 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

Valued Wealth Advisors's IWF Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 104 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Valued Wealth Advisors first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Valued Wealth Advisors held 104 shares of iShares Russell 1000 Growth ETF worth $12.9K as of Q2 2026.
Valued Wealth Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #264 holding.
Valued Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.