BLODGETT WEALTH ADVISORS, LLC IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1907826
As of 2026-06-30, BLODGETT WEALTH ADVISORS, LLC reported 169.45K IWF (shares), valued at $21.04M, or 14.10% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 303.59%; reported value increased 17.53%, 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 | 14.10% | 169,447 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 14.19% | 41,985 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 16.05% | 48,605 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 15.75% | 48,831 | SEC filing ↗Filed Oct 28, 2025Amended |
| Q2 2025 | 16.38% | 49,234 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 16.18% | 52,578 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 17.69% | 56,185 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 17.71% | 56,124 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 17.28% | 55,869 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 17.02% | 55,739 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 17.21% | 55,444 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 16.34% | 55,787 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 16.34% | 55,787 | $14.84M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 17.21% | 55,444 | $16.81M | Shares decreased 0.61%; reported value increased 13.28%, and weight changed +0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 17.02% | 55,739 | $18.79M | Shares increased 0.53%; reported value increased 11.77%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 17.28% | 55,869 | $20.36M | Shares increased 0.23%; reported value increased 8.40%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 17.71% | 56,124 | $21.07M | Shares increased 0.46%; reported value increased 3.45%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 17.69% | 56,185 | $22.56M | Shares increased 0.11%; reported value increased 7.09%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 16.18% | 52,578 | $18.99M | Shares decreased 6.42%; reported value decreased 15.85%, and weight changed -1.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 16.38% | 49,234 | $20.90M | Shares decreased 6.36%; reported value increased 10.10%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 15.75% | 48,831 | $22.87M | Shares decreased 0.82%; reported value increased 9.42%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 16.05% | 48,605 | $23.00M | Shares decreased 0.46%; reported value increased 0.58%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 14.19% | 41,985 | $17.90M | Shares decreased 13.62%; reported value decreased 22.18%, and weight changed -1.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 14.10% | 169,447 | $21.04M | Shares increased 303.59%; reported value increased 17.53%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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