D.B. Root & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $544K | Hold |
5,100
| – | – | 0.13% | 108 |
|
|
2025
Q4 | $603K | Hold |
5,100
| – | – | 0.15% | 97 |
|
|
2025
Q3 | $597K | Buy |
5,100
+4
| +0.1% | +$445 | 0.15% | 94 |
|
|
2025
Q2 | $541K | Sell |
5,096
-4
| -0.1% | -$382 | 0.16% | 99 |
|
|
2025
Q1 | $460K | Sell |
5,100
-132
| -3% | -$13K | 0.15% | 106 |
|
|
2024
Q4 | $525K | Hold |
5,232
| – | – | 0.17% | 97 |
|
|
2024
Q3 | $491K | Hold |
5,232
| – | – | 0.16% | 99 |
|
|
2024
Q2 | $477K | Hold |
5,232
| – | – | 0.16% | 111 |
|
|
2024
Q1 | $441K | Sell |
5,232
-8
| -0.2% | -$645 | 0.15% | 119 |
|
|
2023
Q4 | $397K | Hold |
5,240
| – | – | 0.14% | 125 |
|
|
2023
Q3 | $348K | Sell |
5,240
-420
| -7% | -$29K | 0.14% | 128 |
|
|
2023
Q2 | $389K | Buy |
5,660
+8
| +0.1% | +$509 | 0.15% | 128 |
|
|
2023
Q1 | $345K | Hold |
5,652
| – | – | 0.14% | 132 |
|
|
2022
Q4 | $303K | Sell |
5,652
-720
| -11% | -$39.6K | 0.13% | 133 |
|
|
2022
Q3 | $335K | Sell |
6,372
-92
| -1% | -$5.41K | 0.15% | 126 |
|
|
2022
Q2 | $353K | Sell |
6,464
-432
| -6% | -$25.9K | 0.15% | 130 |
|
|
2022
Q1 | $478K | Sell |
6,896
-1,732
| -20% | -$118K | 0.18% | 124 |
|
|
2021
Q4 | $659K | Sell |
8,628
-692
| -7% | -$51.3K | 0.24% | 108 |
|
|
2021
Q3 | $638K | Sell |
9,320
-1,088
| -10% | -$77K | 0.25% | 107 |
|
|
2021
Q2 | $706K | Sell |
10,408
-1,792
| -15% | -$116K | 0.26% | 103 |
|
|
2021
Q1 | $741K | Buy |
12,200
+4,088
| +50% | +$249K | 0.29% | 91 |
|
|
2020
Q4 | $489K | Sell |
8,112
-12,420
| -60% | -$707K | 0.2% | 131 |
|
|
2020
Q3 | $1.11M | Sell |
20,532
-9,288
| -31% | -$489K | 0.45% | 52 |
|
|
2020
Q2 | $1.43M | Sell |
29,820
-19,144
| -39% | -$844K | 0.62% | 32 |
|
|
2020
Q1 | $1.84M | Sell |
48,964
-8,240
| -14% | -$355K | 0.93% | 22 |
|
|
2019
Q4 | $2.52M | Buy |
57,204
+1,572
| +3% | +$65.6K | 1.11% | 15 |
|
|
2019
Q3 | $2.22M | Buy |
55,632
+10,556
| +23% | +$423K | 1.03% | 17 |
|
|
2019
Q2 | $1.77M | Sell |
45,076
-6,340
| -12% | -$245K | 0.79% | 25 |
|
|
2019
Q1 | $1.95M | Sell |
51,416
-43,676
| -46% | -$1.57M | 0.83% | 24 |
|
|
2018
Q4 | $3.11M | Buy |
95,092
+12,936
| +16% | +$456K | 1.55% | 9 |
|
|
2018
Q3 | $3.2M | Sell |
82,156
-1,888
| -2% | -$71.5K | 1.41% | 11 |
|
|
2018
Q2 | $3.02M | Buy |
84,044
+16,472
| +24% | +$581K | 1.43% | 10 |
|
|
2018
Q1 | $2.3M | Sell |
67,572
-4,696
| -6% | -$165K | 1.21% | 15 |
|
|
2017
Q4 | $2.43M | Buy |
+72,268
| New | +$2.37M | 2.08% | 10 |
|
Other funds holding IWF
D.B. Root & Company's IWF Position: Q1 2026 in Review
D.B. Root & Company held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 5,100 shares worth $544K. The position accounts for 0.13% of the portfolio, ranked #108.
D.B. Root & Company first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.2M in Q3 2018. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.
- D.B. Root & Company held 5,100 shares of iShares Russell 1000 Growth ETF worth $544K as of Q1 2026.
- D.B. Root & Company left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
- iShares Russell 1000 Growth ETF made up 0.13% of D.B. Root & Company's portfolio in Q1 2026, its #108 holding.
- D.B. Root & Company first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- D.B. Root & Company's iShares Russell 1000 Growth ETF position peaked at $3.2M in Q3 2018.
- 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.