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

Davidson 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	–	Sell	-2,868	Closed	-$339K	–	129
2025 Q4	$339K	Buy	2,868 +336	+13%	+$39.8K	0.01%	111
2025 Q3	$297K	Hold	2,532	–	–	0.01%	113
2025 Q2	$269K	Hold	2,532	–	–	0.01%	113
2025 Q1	$229K	Hold	2,532	–	–	0.01%	115
2024 Q4	$254K	Sell	2,532 -440	-15%	-$43.3K	0.01%	115
2024 Q3	$279K	Buy	2,972 +440	+17%	+$39.9K	0.01%	111
2024 Q2	$231K	Buy	+2,532	New	+$216K	0.01%	113
2023 Q1	–	Sell	-4,920	Closed	-$264K	–	115
2022 Q4	$264K	Buy	+4,920	New	+$271K	0.02%	99

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

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

Davidson Investment Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 2,868 shares — an estimated $339K sold.

Davidson Investment Advisors first reported a position in IWF in Q4 2022 and held it in 8 quarters. The position peaked at $339K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Davidson Investment Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Davidson Investment Advisors sold 2,868 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $339K.
Davidson Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 8 quarters.
Davidson Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $339K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Davidson Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.