DI
IWF icon

DAGCO Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

DAGCO Inc’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 		$645K Sell
5,195
-833
-14% -$100K 0.12% 72
2026
Q1 		$643K Hold
6,028
– – 0.14% 66
2025
Q4 		$713K Hold
6,028
– – 0.16% 59
2025
Q3 		$706K Hold
6,028
– – 0.18% 56
2025
Q2 		$640K Hold
6,028
– – 0.18% 60
2025
Q1 		$544K Buy
6,028
+140
+2% +$13.8K 0.18% 60
2024
Q4 		$591K Hold
5,888
– – 0.2% 60
2024
Q3 		$553K Buy
5,888
+280
+5% +$25.4K 0.23% 54
2024
Q2 		$511K Sell
5,608
-32
-0.6% -$2.73K 0.23% 55
2024
Q1 		$475K Buy
5,640
+5,532
+5,122% +$446K 0.22% 54
2023
Q4 		$8.19K Sell
108
-21,112
-99% -$1.49M 0.01% 208
2023
Q3 		$507K Buy
21,220
+14,240
+204% +$983K 0.26% 55
2023
Q2 		$480K Sell
6,980
-2,380
-25% -$151K 0.24% 60
2023
Q1 		$572K Sell
9,360
-3,416
-27% -$197K 0.31% 58
2022
Q4 		$684K Sell
12,776
-1,136
-8% -$62.5K 0.4% 55
2022
Q3 		$732K Sell
13,912
-1,640
-11% -$96.4K 0.46% 53
2022
Q2 		$850K Sell
15,552
-788
-5% -$47.3K 0.44% 54
2022
Q1 		$1.09M Sell
16,340
-268
-2% -$18.3K 0.5% 51
2021
Q4 		$1.27M Sell
16,608
-180
-1% -$13.3K 0.5% 55
2021
Q3 		$1.15M Buy
16,788
+340
+2% +$24.1K 0.49% 55
2021
Q2 		$1.12M Buy
16,448
+2,216
+16% +$143K 0.5% 56
2021
Q1 		$865K Buy
14,232
+5,004
+54% +$305K 0.43% 61
2020
Q4 		$556K Buy
9,228
+408
+5% +$23.2K 0.31% 71
2020
Q3 		$478K Buy
+8,820
New +$465K 0.32% 72

Other funds holding IWF

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

DAGCO Inc's IWF Position: Q2 2026 in Review

DAGCO Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q2 2026, selling an estimated $100K and leaving 5,195 shares worth $645K. The position accounts for 0.12% of the portfolio, ranked #72.

DAGCO Inc first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.27M in Q4 2021. 799 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • DAGCO Inc held 5,195 shares of iShares Russell 1000 Growth ETF worth $645K as of Q2 2026.
  • DAGCO Inc sold 833 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $100K.
  • iShares Russell 1000 Growth ETF made up 0.12% of DAGCO Inc's portfolio in Q2 2026, its #72 holding.
  • DAGCO Inc first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • DAGCO Inc's iShares Russell 1000 Growth ETF position peaked at $1.27M in Q4 2021.
  • 799 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.