RTD Financial Advisors, Inc. IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1810555
As of 2026-06-30, RTD Financial Advisors, Inc. reported 361.23K IWF (shares), valued at $44.85M, or 4.89% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 294.47%; reported value increased 14.87%, and weight changed +0.09 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 | 4.89% | 361,227 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 4.80% | 91,572 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 5.27% | 91,276 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 5.45% | 96,856 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 5.38% | 99,033 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 4.95% | 101,949 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 6.00% | 116,466 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 5.82% | 122,413 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 6.52% | 132,912 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 6.19% | 136,624 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 5.92% | 139,111 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | 5.74% | 141,337 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.74% | 141,337 | $37.59M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 5.92% | 139,111 | $42.17M | Shares decreased 1.57%; reported value increased 12.18%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 6.19% | 136,624 | $46.05M | Shares decreased 1.79%; reported value increased 9.19%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 6.52% | 132,912 | $48.45M | Shares decreased 2.72%; reported value increased 5.21%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 5.82% | 122,413 | $45.95M | Shares decreased 7.90%; reported value decreased 5.15%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 6.00% | 116,466 | $46.77M | Shares decreased 4.86%; reported value increased 1.78%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 4.95% | 101,949 | $36.81M | Shares decreased 12.46%; reported value decreased 21.29%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 5.38% | 99,033 | $42.05M | Shares decreased 2.86%; reported value increased 14.22%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 5.45% | 96,856 | $45.37M | Shares decreased 2.20%; reported value increased 7.90%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 5.27% | 91,276 | $43.20M | Shares decreased 5.76%; reported value decreased 4.78%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 4.80% | 91,572 | $39.05M | Shares increased 0.32%; reported value decreased 9.62%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 4.89% | 361,227 | $44.85M | Shares increased 294.47%; reported value increased 14.87%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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