Avidian Wealth Solutions, LLC IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1471474
As of 2026-06-30, Avidian Wealth Solutions, LLC reported 497.91K IWF (shares), valued at $61.83M, or 1.71% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 301.39%; reported value increased 16.89%, 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 | 1.71% | 497,910 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.68% | 124,047 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 2.13% | 123,532 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 2.19% | 123,923 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 2.21% | 128,270 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 2.06% | 128,079 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 2.38% | 132,134 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 2.25% | 132,127 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 2.37% | 134,872 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 2.41% | 133,882 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 2.63% | 139,137 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 2.82% | 150,417 | SEC filing ↗Filed Oct 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.82% | 150,417 | $40.01M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | 2.63% | 139,137 | $42.18M | Shares decreased 7.50%; reported value increased 5.43%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 2.41% | 133,882 | $45.13M | Shares decreased 3.78%; reported value increased 6.98%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 2.37% | 134,872 | $49.16M | Shares increased 0.74%; reported value increased 8.95%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 2.25% | 132,127 | $49.60M | Shares decreased 2.04%; reported value increased 0.89%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 2.38% | 132,134 | $53.06M | Shares increased 0.01%; reported value increased 6.98%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 2.06% | 128,079 | $46.25M | Shares decreased 3.07%; reported value decreased 12.84%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 2.21% | 128,270 | $54.46M | Shares increased 0.15%; reported value increased 17.76%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 2.19% | 123,923 | $58.05M | Shares decreased 3.39%; reported value increased 6.58%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 2.13% | 123,532 | $58.47M | Shares decreased 0.32%; reported value increased 0.72%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 1.68% | 124,047 | $52.89M | Shares increased 0.42%; reported value decreased 9.53%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 1.71% | 497,910 | $61.83M | Shares increased 301.39%; reported value increased 16.89%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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