Chapin Davis’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Chapin Davis’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Sell	11,925 -387	-3%	-$46.7K	0.26%	68
2026 Q1	$1.31M	Sell	12,312 -20	-0.2%	-$2.27K	0.29%	72
2025 Q4	$1.46M	Sell	12,332 -600	-5%	-$71.1K	0.34%	66
2025 Q3	$1.51M	Sell	12,932 -156	-1%	-$17.4K	0.37%	63
2025 Q2	$1.39M	Sell	13,088 -164	-1%	-$15.7K	0.38%	61
2025 Q1	$1.2M	Sell	13,252 -1,432	-10%	-$141K	0.41%	59
2024 Q4	$1.38M	Hold	14,684	–	–	0.45%	50
2024 Q3	$1.38M	Sell	14,684 -52	-0.4%	-$4.71K	0.45%	51
2024 Q2	$1.34M	Sell	14,736 -48	-0.3%	-$4.1K	0.46%	48
2024 Q1	$1.25M	Sell	14,784 -116	-0.8%	-$9.35K	0.46%	50
2023 Q4	$1.13M	Sell	14,900 -344	-2%	-$24.3K	0.48%	52
2023 Q3	$1.01M	Sell	15,244 -32	-0.2%	-$2.21K	0.48%	54
2023 Q2	$1.05M	Sell	15,276 -20	-0.1%	-$1.27K	0.5%	53
2023 Q1	$934K	Sell	15,296 -20	-0.1%	-$1.15K	0.48%	54
2022 Q4	$820K	Buy	+15,316	New	+$843K	0.48%	57

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chapin Davis's IWF Position: Q2 2026 in Review

Chapin Davis reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.1% in Q2 2026, selling an estimated $46.7K and leaving 11,925 shares worth $1.48M. The position accounts for 0.26% of the portfolio, ranked #68.

Chapin Davis first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Chapin Davis held 11,925 shares of iShares Russell 1000 Growth ETF worth $1.48M as of Q2 2026.
Chapin Davis sold 387 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $46.7K.
iShares Russell 1000 Growth ETF made up 0.26% of Chapin Davis's portfolio in Q2 2026, its #68 holding.
Chapin Davis first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Chapin Davis's iShares Russell 1000 Growth ETF position peaked at $1.51M in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.