WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 771118
As of 2026-06-30, WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV reported 343.89K IWF (shares), valued at $42.70M, or 6.15% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares increased 275.79%; reported value increased 9.43%, and weight changed -0.10 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 | 6.15% | 343,894 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 6.25% | 91,513 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 7.44% | 99,302 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 6.63% | 87,161 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 6.91% | 88,614 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 6.64% | 88,030 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 7.38% | 85,274 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 6.99% | 82,845 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 8.05% | 88,589 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 8.03% | 89,273 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 7.86% | 88,979 | SEC filing ↗Filed Jan 25, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 7.86% | 88,979 | $26.98M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 8.03% | 89,273 | $30.09M | Shares increased 0.33%; reported value increased 11.54%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 8.05% | 88,589 | $32.29M | Shares decreased 0.77%; reported value increased 7.32%, 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, 2024 |
| Q3 2024 | 6.99% | 82,845 | $31.10M | Shares decreased 6.48%; reported value decreased 3.70%, and weight changed -1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 7.38% | 85,274 | $34.24M | Shares increased 2.93%; reported value increased 10.12%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 6.64% | 88,030 | $31.79M | Shares increased 3.23%; reported value decreased 7.18%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 6.91% | 88,614 | $37.62M | Shares increased 0.66%; reported value increased 18.36%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 6.63% | 87,161 | $40.83M | Shares decreased 1.64%; reported value increased 8.51%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 7.44% | 99,302 | $47.00M | Shares increased 13.93%; reported value increased 15.12%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 6.25% | 91,513 | $39.02M | Shares decreased 7.84%; reported value decreased 16.98%, and weight changed -1.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 6.15% | 343,894 | $42.70M | Shares increased 275.79%; reported value increased 9.43%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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