SVB WEALTH LLC IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1626116
As of 2026-06-30, SVB WEALTH LLC reported 34.04K IWF (shares), valued at $4.23M, or 0.27% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares increased 178.47%; reported value decreased 18.91%, and weight changed -0.07 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 | 0.27% | 34,040 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 0.34% | 12,224 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 0.62% | 22,324 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 0.88% | 34,813 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 0.95% | 41,877 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | 0.54% | 71,385 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | 0.91% | 100,546 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 1.32% | 175,306 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 1.79% | 242,455 | SEC filing ↗Filed Jan 30, 2024Combination report |
| Q3 2023 | 2.77% | 473,672 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.77% | 473,672 | $125.99M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 1.79% | 242,455 | $73.51M | Shares decreased 48.81%; reported value decreased 41.66%, and weight changed -0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 1.32% | 175,306 | $59.09M | Shares decreased 27.70%; reported value decreased 19.62%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 0.91% | 100,546 | $36.65M | Shares decreased 42.65%; reported value decreased 37.97%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | 0.54% | 71,385 | $28.67M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | 0.95% | 41,877 | $17.78M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.88% | 34,813 | $16.31M | Shares decreased 16.87%; reported value decreased 8.29%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 0.62% | 22,324 | $10.57M | Shares decreased 35.87%; reported value decreased 35.21%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 0.34% | 12,224 | $5.21M | Shares decreased 45.24%; reported value decreased 50.67%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 0.27% | 34,040 | $4.23M | Shares increased 178.47%; reported value decreased 18.91%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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