CD
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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
Q3 		$1.48M Sell
11,821
-104
-0.9% -$12.7K 0.28% 69
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Chapin Davis's IWF Position: Q3 2026 in Review

Chapin Davis reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.87% in Q3 2026, selling an estimated $12.7K and leaving 11,821 shares worth $1.48M. The position accounts for 0.28% of the portfolio, ranked #69.

Chapin Davis first reported a position in IWF in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.51M in Q3 2025. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Chapin Davis held 11,821 shares of iShares Russell 1000 Growth ETF worth $1.48M as of Q3 2026.
  • Chapin Davis sold 104 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $12.7K.
  • iShares Russell 1000 Growth ETF made up 0.28% of Chapin Davis's portfolio in Q3 2026, its #69 holding.
  • Chapin Davis first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's iShares Russell 1000 Growth ETF position peaked at $1.51M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.