Boulder Wealth Advisors, LLC IWF ISHARES TRUST RUS 1000 GRW ETF

Ownership history in Boulder Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Boulder Wealth Advisors, LLC reported ISHARES TRUST RUS 1000 GRW ETF (IWF) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 13.31% in 2025 Q3. The latest visible filing shows IWF at 9.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boulder Wealth Advisors, LLC's position in ISHARES TRUST RUS 1000 GRW ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWF was reported at 9.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.31% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Boulder Wealth Advisors, LLC held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 54,820 -5,936 -9.8% 9.32% $23.4M 2026-05-08 $123.54
2025 Q4 REDUCED 60,756 -361 -0.6% 12.15% $28.8M 2026-02-05 $111.43
2025 Q3 ADDED 61,117 +514 +0.8% 13.31% $28.6M 2025-11-13 $117.26
2025 Q1 REDUCED 60,603 -411 -0.7% 12.74% $21.9M 2025-04-28 $90.78
2024 Q4 ADDED 61,014 +5,839 +10.6% 12.63% $24.5M 2025-02-06 $102.72
2024 Q3 ADDED 55,175 +31,975 +137.8% 11.26% $20.7M 2024-12-03 $100.46
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boulder Wealth Advisors, LLC and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boulder Wealth Advisors, LLC reported owning IWF?

Boulder Wealth Advisors, LLC reported IWF across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IWF position in Boulder Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for IWF was 13.31% in 2025 Q3.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q1, when Boulder Wealth Advisors, LLC reported 54,820 shares, equal to 9.32% of portfolio, with an estimated market value of $23.4M.

What does the chart on this IWF ownership page compare?

The chart compares Boulder Wealth Advisors, LLC's quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Boulder Wealth Advisors, LLC time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, Boulder Wealth Advisors, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on IWF relative to SPY over the holding period was +4.9%.

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