Values Added Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Values Added Financial’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	$457K	Hold	3,680	–	–	0.17%	87
2026 Q1	$392K	Hold	3,680	–	–	0.17%	87
2025 Q4	$435K	Hold	3,680	–	–	0.18%	79
2025 Q3	$431K	Hold	3,680	–	–	0.19%	80
2025 Q2	$391K	Hold	3,680	–	–	0.19%	85
2025 Q1	$332K	Sell	3,680 -280	-7%	-$27.6K	0.18%	89
2024 Q4	$398K	Hold	3,960	–	–	0.23%	76
2024 Q3	$372K	Hold	3,960	–	–	0.23%	67
2024 Q2	$361K	Buy	3,960 +280	+8%	+$23.9K	0.26%	63
2024 Q1	$310K	Hold	3,680	–	–	0.24%	65
2023 Q4	$279K	Hold	3,680	–	–	0.23%	69
2023 Q3	$245K	Hold	3,680	–	–	0.22%	72
2023 Q2	$253K	Buy	+3,680	New	+$234K	0.24%	68

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Values Added Financial's IWF Position: Q2 2026 in Review

Values Added Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,680 shares worth $457K. The position accounts for 0.17% of the portfolio, ranked #87.

Values Added Financial first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. 1,167 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Values Added Financial held 3,680 shares of iShares Russell 1000 Growth ETF worth $457K as of Q2 2026.
Values Added Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.17% of Values Added Financial's portfolio in Q2 2026, its #87 holding.
Values Added Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,167 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.