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D.A. Davidson & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

D.A. Davidson & Co’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
Q1 		$161M Buy
1,513,868
+65,844
+5% +$7.47M 0.98% 17
2025
Q4 		$171M Sell
1,448,024
-1,812
-0.1% -$215K 1.05% 14
2025
Q3 		$170M Sell
1,449,836
-1,988
-0.1% -$221K 1.09% 14
2025
Q2 		$154M Buy
1,451,824
+4,320
+0.3% +$413K 1.09% 14
2025
Q1 		$131M Sell
1,447,504
-24,704
-2% -$2.44M 1.05% 14
2024
Q4 		$148M Sell
1,472,208
-8,888
-0.6% -$874K 1.2% 12
2024
Q3 		$139M Buy
1,481,096
+24,848
+2% +$2.25M 1.15% 11
2024
Q2 		$133M Buy
1,456,248
+7,576
+0.5% +$647K 1.18% 11
2024
Q1 		$122M Sell
1,448,672
-95,628
-6% -$7.7M 1.1% 12
2023
Q4 		$117M Buy
1,544,300
+2,672
+0.2% +$189K 1.15% 10
2023
Q3 		$103M Sell
1,541,628
-4,564
-0.3% -$315K 1.11% 10
2023
Q2 		$106M Buy
1,546,192
+9,580
+0.6% +$609K 1.12% 11
2023
Q1 		$93.9M Buy
1,536,612
+20,044
+1% +$1.15M 1.06% 13
2022
Q4 		$81.2M Buy
1,516,568
+44,724
+3% +$2.46M 0.96% 16
2022
Q3 		$77.4M Buy
1,471,844
+11,596
+0.8% +$682K 1.01% 15
2022
Q2 		$79.8M Buy
1,460,248
+11,300
+0.8% +$678K 1% 14
2022
Q1 		$101M Sell
1,448,948
-94,132
-6% -$6.43M 1.1% 13
2021
Q4 		$118M Buy
1,543,080
+12,396
+0.8% +$919K 1.26% 11
2021
Q3 		$105M Buy
1,530,684
+9,252
+0.6% +$654K 1.22% 10
2021
Q2 		$103M Buy
1,521,432
+30,636
+2% +$1.98M 1.21% 10
2021
Q1 		$90.6M Buy
1,490,796
+64,016
+4% +$3.9M 1.16% 12
2020
Q4 		$86M Buy
1,426,780
+22,100
+2% +$1.26M 1.31% 11
2020
Q3 		$76.2M Sell
1,404,680
-174,380
-11% -$9.19M 1.33% 10
2020
Q2 		$75.8M Buy
1,579,060
+34,060
+2% +$1.5M 1.42% 9
2020
Q1 		$58.2M Sell
1,545,000
-3,640
-0.2% -$157K 1.14% 11
2019
Q4 		$68.1M Buy
1,548,640
+50,392
+3% +$2.1M 1.1% 12
2019
Q3 		$59.8M Sell
1,498,248
-10,896
-0.7% -$437K 1.07% 12
2019
Q2 		$59.4M Buy
1,509,144
+57,148
+4% +$2.21M 1.11% 12
2019
Q1 		$54.9M Sell
1,451,996
-17,880
-1% -$642K 0.94% 20
2018
Q4 		$48.1M Buy
1,469,876
+33,444
+2% +$1.18M 0.94% 17
2018
Q3 		$56M Buy
1,436,432
+31,848
+2% +$1.21M 1% 14
2018
Q2 		$50.5M Buy
1,404,584
+4,216
+0.3% +$149K 0.99% 15
2018
Q1 		$47.6M Sell
1,400,368
-38,144
-3% -$1.34M 0.98% 15
2017
Q4 		$48.4M Buy
1,438,512
+42,400
+3% +$1.39M 1.02% 16
2017
Q3 		$43.6M Buy
1,396,112
+23,988
+2% +$734K 0.86% 19
2017
Q2 		$40.8M Buy
1,372,124
+12,296
+0.9% +$361K 0.92% 20
2017
Q1 		$38.7M Sell
1,359,828
-415,608
-23% -$11.5M 0.94% 18
2016
Q4 		$46.6M Buy
1,775,436
+52,936
+3% +$1.37M 1.06% 13
2016
Q3 		$44.9M Buy
1,722,500
+13,676
+0.8% +$356K 1.12% 9
2016
Q2 		$42.9M Buy
1,708,824
+27,828
+2% +$695K 1.26% 9
2016
Q1 		$41.9M Buy
1,680,996
+52,320
+3% +$1.24M 1.31% 8
2015
Q4 		$40.5M Buy
1,628,676
+29,904
+2% +$746K 1.32% 8
2015
Q3 		$37.2M Buy
1,598,772
+139,292
+10% +$3.43M 1.3% 9
2015
Q2 		$36.1M Buy
1,459,480
+94,296
+7% +$2.37M 1.19% 9
2015
Q1 		$33.8M Buy
1,365,184
+48,312
+4% +$1.18M 1.11% 8
2014
Q4 		$31.5M Sell
1,316,872
-2,840
-0.2% -$66.4K 1.03% 11
2014
Q3 		$30.2M Buy
1,319,712
+52,440
+4% +$1.2M 1.02% 10
2014
Q2 		$28.8M Sell
1,267,272
-17,988
-1% -$395K 0.98% 12
2014
Q1 		$27.8M Buy
1,285,260
+15,592
+1% +$335K 0.99% 12
2013
Q4 		$27.3M Buy
1,269,668
+3,348
+0.3% +$68.7K 1.02% 11
2013
Q3 		$24.8M Sell
1,266,320
-10,064
-0.8% -$193K 1.11% 11
2013
Q2 		$23.2M Buy
+1,276,384
New +$23.4M 1.12% 11

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

D.A. Davidson & Co's IWF Position: Q1 2026 in Review

D.A. Davidson & Co increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.5% in Q1 2026, buying an estimated $7.47M and bringing the position to 1,513,868 shares worth $161M. The position accounts for 0.98% of the portfolio, ranked #17.

D.A. Davidson & Co first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $171M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • D.A. Davidson & Co held 1,513,868 shares of iShares Russell 1000 Growth ETF worth $161M as of Q1 2026.
  • D.A. Davidson & Co bought 65,844 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $7.47M.
  • iShares Russell 1000 Growth ETF made up 0.98% of D.A. Davidson & Co's portfolio in Q1 2026, its #17 holding.
  • D.A. Davidson & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • D.A. Davidson & Co's iShares Russell 1000 Growth ETF position peaked at $171M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.