BRIGHTON JONES LLC IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1360798
As of 2026-06-30, BRIGHTON JONES LLC reported 321.42K IWF (shares), valued at $39.91M, or 0.74% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 294.19%; reported value increased 14.79%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.74% | 321,419 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 0.77% | 81,540 | SEC filing ↗Filed Aug 7, 2026Amended |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | 0.92% | 82,073 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 0.96% | 83,580 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 0.98% | 84,657 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 0.99% | 85,512 | SEC filing ↗Filed Jan 21, 2025Amended |
| Q3 2024 | 1.26% | 89,173 | SEC filing ↗Filed Oct 22, 2024Amended |
| Q2 2024 | 1.06% | 88,372 | SEC filing ↗Filed Aug 12, 2024Amended |
| Q1 2024 | 1.07% | 88,136 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 1.10% | 85,859 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 1.12% | 83,377 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.12% | 83,377 | $22.18M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 1.10% | 85,859 | $26.03M | Shares increased 2.98%; reported value increased 17.37%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 1.07% | 88,136 | $29.71M | Shares increased 2.65%; reported value increased 14.12%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 1.06% | 88,372 | $32.21M | Shares increased 0.27%; reported value increased 8.44%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 1.26% | 89,173 | $33.47M | Shares increased 0.91%; reported value increased 3.92%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 0.99% | 85,512 | $34.34M | Shares decreased 4.11%; reported value increased 2.59%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 0.98% | 84,657 | $30.57M | Shares decreased 1.00%; reported value decreased 10.98%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 0.96% | 83,580 | $35.49M | Shares decreased 1.27%; reported value increased 16.09%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 0.92% | 82,073 | $38.44M | Shares decreased 1.80%; reported value increased 8.33%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | 0.77% | 81,540 | $34.77M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 7, 2026 |
| Q2 2026 | 0.74% | 321,419 | $39.91M | Shares increased 294.19%; reported value increased 14.79%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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