David Rolfe’s iShares Russell 1000 Growth ETF IWF Stock Holding History

David Rolfe’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	–	Sell	-2,096	Closed	-$223K	–	20
2026 Q1	$223K	Sell	2,096 -45,980	-96%	-$5.22M	0.05%	22
2025 Q4	$5.69M	Buy	+48,076	New	+$5.69M	1.06%	21
2025 Q2	–	Sell	-30,352	Closed	-$3.03M	–	20
2025 Q1	$3.03M	Buy	30,352 +14,856	+96%	+$1.47M	0.61%	20
2024 Q4	$1.56M	Buy	+15,496	New	+$1.52M	0.31%	19
2023 Q4	–	Sell	-5,356	Closed	-$356K	–	21
2023 Q3	$356K	Buy	+5,356	New	+$370K	0.09%	20

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

David Rolfe's IWF Position: Q2 2026 in Review

David Rolfe sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 2,096 shares — an estimated $223K sold.

David Rolfe first reported a position in IWF in Q3 2023 and held it in 5 quarters. The position peaked at $5.69M in Q4 2025. 2,498 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

David Rolfe reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
David Rolfe sold 2,096 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $223K.
David Rolfe first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and held it in 5 quarters.
David Rolfe's iShares Russell 1000 Growth ETF position peaked at $5.69M in Q4 2025.
2,498 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wedgewood Partners's 13F filing for Q2 2026, filed 14 Aug 2026.