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 Q3	$461K	Hold	3,680	–	–	0.16%	85
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 $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Values Added Financial's IWF Position: Q3 2026 in Review

Values Added Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 3,680 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #85.

Values Added Financial first reported a position in IWF in Q2 2023 and has held it in 14 quarters since. 1,196 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Values Added Financial held 3,680 shares of iShares Russell 1000 Growth ETF worth $461K as of Q3 2026.
Values Added Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.16% of Values Added Financial's portfolio in Q3 2026, its #85 holding.
Values Added Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 14 quarters since.
1,196 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.