DTC
IWF icon

Davidson Trust Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Davidson Trust Company’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 		$1.83M Buy
14,717
+1,701
+13% +$205K 0.71% 38
2026
Q1 		$1.39M Sell
13,016
-220
-2% -$25K 0.6% 44
2025
Q4 		$1.57M Sell
13,236
-188
-1% -$22.3K 0.65% 40
2025
Q3 		$1.57M Sell
13,424
-300
-2% -$33.4K 0.65% 43
2025
Q2 		$1.46M Sell
13,724
-300
-2% -$28.7K 0.67% 41
2025
Q1 		$1.27M Buy
14,024
+10,080
+256% +$994K 0.6% 44
2024
Q4 		$396K Sell
3,944
-428
-10% -$42.1K 0.2% 104
2024
Q3 		$410K Buy
4,372
+160
+4% +$14.5K 0.21% 106
2024
Q2 		$384K Sell
4,212
-388
-8% -$33.1K 0.26% 94
2024
Q1 		$388K Sell
4,600
-336
-7% -$27.1K 0.23% 103
2023
Q4 		$374K Sell
4,936
-408
-8% -$28.9K 0.24% 96
2023
Q3 		$355K Buy
5,344
+832
+18% +$57.5K 0.26% 91
2023
Q2 		$310K Sell
4,512
-740
-14% -$47.1K 0.22% 98
2023
Q1 		$321K Buy
5,252
+1,208
+30% +$69.6K 0.25% 86
2022
Q4 		$217K Buy
+4,044
New +$222K 0.19% 103
2022
Q2 		– Sell
-2,896
Closed -$201K – 119
2022
Q1 		$201K Buy
2,896
+76
+3% +$5.19K 0.15% 124
2021
Q4 		$215K Sell
2,820
-852
-23% -$63.2K 0.15% 124
2021
Q3 		$252K Buy
+3,672
New +$260K 0.19% 112
2021
Q1 		– Sell
-3,408
Closed -$205K – 121
2020
Q4 		$205K Buy
+3,408
New +$194K 0.18% 113
2020
Q1 		– Sell
-4,976
Closed -$218K – 105
2019
Q4 		$218K Buy
+4,976
New +$208K 0.22% 99

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Davidson Trust Company's IWF Position: Q2 2026 in Review

Davidson Trust Company increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, buying an estimated $205K and bringing the position to 14,717 shares worth $1.83M. The position accounts for 0.71% of the portfolio, ranked #38.

Davidson Trust Company first reported a position in IWF in Q4 2019 and has held it in 20 quarters since. 1,257 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Davidson Trust Company held 14,717 shares of iShares Russell 1000 Growth ETF worth $1.83M as of Q2 2026.
  • Davidson Trust Company bought 1,701 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $205K.
  • iShares Russell 1000 Growth ETF made up 0.71% of Davidson Trust Company's portfolio in Q2 2026, its #38 holding.
  • Davidson Trust Company first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,257 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Davidson Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.