Dakota Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dakota Wealth Management’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	$11.8M	Sell	110,544 -29,372	-21%	-$3.33M	0.26%	86
2025 Q4	$16.6M	Buy	139,916 +2,572	+2%	+$305K	0.29%	63
2025 Q3	$16.1M	Sell	137,344 -8,532	-6%	-$950K	0.32%	64
2025 Q2	$15.5M	Sell	145,876 -588	-0.4%	-$56.2K	0.33%	60
2025 Q1	$13.2M	Sell	146,464 -10,220	-7%	-$1.01M	0.31%	68
2024 Q4	$15.7M	Sell	156,684 -76	-0%	-$7.47K	0.36%	57
2024 Q3	$14.7M	Sell	156,760 -1,688	-1%	-$153K	0.33%	67
2024 Q2	$14.4M	Sell	158,448 -3,144	-2%	-$268K	0.34%	54
2024 Q1	$13.6M	Sell	161,592 -10,564	-6%	-$851K	0.34%	66
2023 Q4	$13M	Sell	172,156 -2,968	-2%	-$210K	0.51%	47
2023 Q3	$11.6M	Sell	175,124 -16,016	-8%	-$1.11M	0.51%	47
2023 Q2	$13.1M	Sell	191,140 -1,892	-1%	-$120K	0.62%	41
2023 Q1	$11.8M	Sell	193,032 -23,360	-11%	-$1.35M	0.79%	29
2022 Q4	$11.6M	Sell	216,392 -16,336	-7%	-$899K	0.82%	24
2022 Q3	$12.2M	Sell	232,728 -96,008	-29%	-$5.65M	0.99%	17
2022 Q2	$18M	Sell	328,736 -54,412	-14%	-$3.27M	1.65%	8
2022 Q1	$26.6M	Sell	383,148 -5,900	-2%	-$403K	2.16%	4
2021 Q4	$29.7M	Sell	389,048 -14,740	-4%	-$1.09M	3.14%	4
2021 Q3	$27.7M	Sell	403,788 -11,536	-3%	-$816K	3.18%	4
2021 Q2	$28.2M	Sell	415,324 -2,816	-0.7%	-$182K	3.36%	4
2021 Q1	$25.4M	Sell	418,140 -62,228	-13%	-$3.79M	3.33%	3
2020 Q4	$29M	Sell	480,368 -35,640	-7%	-$2.03M	3.77%	2
2020 Q3	$28M	Sell	516,008 -18,156	-3%	-$956K	4.41%	1
2020 Q2	$25.6M	Buy	534,164 +95,980	+22%	+$4.23M	4.39%	1
2020 Q1	$16.5M	Sell	438,184 -19,432	-4%	-$837K	3.6%	1
2019 Q4	$20.1M	Sell	457,616 -9,700	-2%	-$405K	3.23%	3
2019 Q3	$18.6M	Buy	467,316 +107,356	+30%	+$4.3M	3.21%	3
2019 Q2	$14.2M	Sell	359,960 -15,256	-4%	-$590K	2.71%	3
2019 Q1	$14.2M	Sell	375,216 -17,972	-5%	-$646K	2.82%	3
2018 Q4	$15.3M	Buy	393,188 +32	+0%	+$1.13K	3.46%	4
2018 Q3	$15.3M	Sell	393,156 -20,816	-5%	-$788K	3.45%	4
2018 Q2	$14.9M	Buy	413,972 +21,988	+6%	+$776K	4.14%	4
2018 Q1	$13.3M	Buy	391,984 +151,796	+63%	+$5.32M	6.88%	3
2017 Q4	$8.09M	Sell	240,188 -2,244	-0.9%	-$73.5K	4.29%	8
2017 Q3	$7.58M	Buy	242,432 +4,404	+2%	+$135K	4.1%	11
2017 Q2	$7.08M	Sell	238,028 -7,264	-3%	-$213K	3.91%	11
2017 Q1	$6.98M	Sell	245,292 -3,468	-1%	-$96.2K	4.08%	9
2016 Q4	$6.52M	Sell	248,760 -1,908	-0.8%	-$49.5K	4.21%	11
2016 Q3	$6.53M	Sell	250,668 -8,480	-3%	-$220K	4.24%	10
2016 Q2	$6.5M	Buy	259,148 +5,208	+2%	+$130K	4.37%	9
2016 Q1	$6.33M	Sell	253,940 -1,972	-0.8%	-$46.6K	4.55%	7
2015 Q4	$6.37M	Sell	255,912 -4,728	-2%	-$118K	4.31%	10
2015 Q3	$6.06M	Sell	260,640 -37,980	-13%	-$935K	4.15%	12
2015 Q2	$7.39M	Buy	298,620 +8,988	+3%	+$226K	4.47%	9
2015 Q1	$7.16M	Buy	289,632 +9,756	+3%	+$238K	4.26%	10
2014 Q4	$6.68M	Buy	+279,876	New	+$6.55M	4.18%	11

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dakota Wealth Management's IWF Position: Q1 2026 in Review

Dakota Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 21% in Q1 2026, selling an estimated $3.33M and leaving 110,544 shares worth $11.8M. The position accounts for 0.26% of the portfolio, ranked #86.

Dakota Wealth Management first reported a position in IWF in Q4 2014 and has held it in 46 quarters since. The position peaked at $29.7M in Q4 2021. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Dakota Wealth Management held 110,544 shares of iShares Russell 1000 Growth ETF worth $11.8M as of Q1 2026.
Dakota Wealth Management sold 29,372 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.33M.
iShares Russell 1000 Growth ETF made up 0.26% of Dakota Wealth Management's portfolio in Q1 2026, its #86 holding.
Dakota Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
Dakota Wealth Management's iShares Russell 1000 Growth ETF position peaked at $29.7M in Q4 2021.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.