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Dana Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dana Investment Advisors’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 		$509K Sell
4,772
-24
-0.5% -$2.72K 0.02% 468
2025
Q4 		$568K Buy
4,796
+656
+16% +$77.7K 0.02% 452
2025
Q3 		$485K Sell
4,140
-708
-15% -$78.8K 0.01% 463
2025
Q2 		$515K Buy
4,848
+52
+1% +$4.97K 0.02% 451
2025
Q1 		$433K Sell
4,796
-100
-2% -$9.87K 0.02% 463
2024
Q4 		$492K Buy
4,896
+12
+0.2% +$1.18K 0.02% 460
2024
Q3 		$458K Hold
4,884
– – 0.02% 456
2024
Q2 		$445K Sell
4,884
-52
-1% -$4.44K 0.02% 450
2024
Q1 		$416K Buy
4,936
+76
+2% +$6.12K 0.01% 458
2023
Q4 		$368K Buy
4,860
+8
+0.2% +$566 0.02% 356
2023
Q3 		$323K Buy
4,852
+520
+12% +$35.9K 0.02% 355
2023
Q2 		$298K Buy
4,332
+872
+25% +$55.5K 0.01% 362
2023
Q1 		$211K Sell
3,460
-1,132
-25% -$65.2K 0.01% 380
2022
Q4 		$246K Buy
+4,592
New +$253K 0.01% 376
2022
Q3 		– Sell
-3,880
Closed -$212K – 416
2022
Q2 		$212K Sell
3,880
-9,476
-71% -$569K 0.01% 399
2022
Q1 		$927K Sell
13,356
-4,024
-23% -$275K 0.04% 224
2021
Q4 		$1.33M Sell
17,380
-3,340
-16% -$248K 0.06% 197
2021
Q3 		$1.42M Buy
20,720
+4,004
+24% +$283K 0.06% 187
2021
Q2 		$1.14M Sell
16,716
-1,236
-7% -$79.7K 0.05% 203
2021
Q1 		$1.09M Sell
17,952
-3,972
-18% -$242K 0.05% 205
2020
Q4 		$1.32M Sell
21,924
-672
-3% -$38.2K 0.07% 191
2020
Q3 		$1.23M Sell
22,596
-1,300
-5% -$68.5K 0.07% 179
2020
Q2 		$1.15M Sell
23,896
-188
-0.8% -$8.29K 0.06% 187
2020
Q1 		$907K Sell
24,084
-19,384
-45% -$835K 0.06% 181
2019
Q4 		$1.91M Buy
+43,468
New +$1.81M 0.09% 143
2019
Q3 		– Sell
-54,752
Closed -$2.15M – 274
2019
Q2 		$2.15M Buy
+54,752
New +$2.12M 0.11% 132
2019
Q1 		– Sell
-113,928
Closed -$3.73M – 289
2018
Q4 		$3.73M Buy
+113,928
New +$4.02M 0.19% 98
2018
Q1 		– Sell
-51,436
Closed -$1.73M – 279
2017
Q4 		$1.73M Buy
+51,436
New +$1.69M 0.08% 193
2017
Q2 		– Sell
-19,240
Closed -$547K – 282
2017
Q1 		$547K Sell
19,240
-114,912
-86% -$3.19M 0.03% 231
2016
Q4 		$3.52M Buy
134,152
+114,464
+581% +$2.97M 0.17% 115
2016
Q3 		$513K Buy
+19,688
New +$512K 0.02% 221
2016
Q1 		– Sell
-2,808
Closed -$702 – 285
2015
Q4 		$702 Sell
2,808
-2,778,080
-100% -$69.3M 0.03% 210
2015
Q3 		$64.7M Buy
+2,780,888
New +$68.4M 3.05% 1

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

Dana Investment Advisors's IWF Position: Q1 2026 in Review

Dana Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.5% in Q1 2026, selling an estimated $2.72K and leaving 4,772 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #468.

Dana Investment Advisors first reported a position in IWF in Q3 2015 and has held it in 33 quarters since. The position peaked at $64.7M in Q3 2015. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Dana Investment Advisors held 4,772 shares of iShares Russell 1000 Growth ETF worth $509K as of Q1 2026.
  • Dana Investment Advisors sold 24 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.72K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Dana Investment Advisors's portfolio in Q1 2026, its #468 holding.
  • Dana Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2015 and has held it in 33 quarters since.
  • Dana Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $64.7M in Q3 2015.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.