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Donaldson Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Donaldson Capital 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
Q2 		$1.9M Sell
15,303
-209
-1% -$25.2K 0.05% 125
2026
Q1 		$1.65M Sell
15,512
-168
-1% -$19.1K 0.05% 115
2025
Q4 		$1.86M Hold
15,680
– – 0.06% 108
2025
Q3 		$1.84M Hold
15,680
– – 0.06% 110
2025
Q2 		$1.66M Hold
15,680
– – 0.06% 111
2025
Q1 		$1.42M Sell
15,680
-3,496
-18% -$345K 0.05% 119
2024
Q4 		$1.93M Buy
19,176
+208
+1% +$20.5K 0.07% 110
2024
Q3 		$1.78M Hold
18,968
– – 0.07% 113
2024
Q2 		$1.73M Sell
18,968
-64
-0.3% -$5.46K 0.07% 105
2024
Q1 		$1.6M Sell
19,032
-508
-3% -$40.9K 0.07% 109
2023
Q4 		$1.48M Sell
19,540
-124
-0.6% -$8.77K 0.07% 107
2023
Q3 		$1.31M Hold
19,664
– – 0.06% 102
2023
Q2 		$1.35M Sell
19,664
-556
-3% -$35.4K 0.06% 98
2023
Q1 		$1.24M Buy
20,220
+296
+1% +$17.1K 0.06% 104
2022
Q4 		$1.07M Hold
19,924
– – 0.05% 107
2022
Q3 		$1.05M Sell
19,924
-600
-3% -$35.3K 0.06% 106
2022
Q2 		$1.12M Sell
20,524
-132
-0.6% -$7.92K 0.06% 105
2022
Q1 		$1.43M Sell
20,656
-804
-4% -$54.9K 0.07% 104
2021
Q4 		$1.64M Buy
21,460
+400
+2% +$29.7K 0.07% 99
2021
Q3 		$1.44M Buy
21,060
+600
+3% +$42.4K 0.07% 94
2021
Q2 		$1.39M Hold
20,460
– – 0.07% 99
2021
Q1 		$1.24M Hold
20,460
– – 0.07% 101
2020
Q4 		$1.23M Sell
20,460
-792
-4% -$45.1K 0.07% 91
2020
Q3 		$1.15M Sell
21,252
-1,100
-5% -$58K 0.08% 89
2020
Q2 		$1.07M Sell
22,352
-560
-2% -$24.7K 0.08% 92
2020
Q1 		$863K Hold
22,912
– – 0.08% 92
2019
Q4 		$1.01M Sell
22,912
-856
-4% -$35.7K 0.07% 96
2019
Q3 		$949K Buy
23,768
+4
+0% +$160 0.07% 99
2019
Q2 		$935K Buy
23,764
+1,104
+5% +$42.7K 0.08% 82
2019
Q1 		$857K Sell
22,660
-3,508
-13% -$126K 0.08% 81
2018
Q4 		$856K Sell
26,168
-476
-2% -$16.8K 0.09% 83
2018
Q3 		$1.04M Buy
26,644
+18,340
+221% +$695K 0.09% 81
2018
Q2 		$299K Sell
8,304
-1,020
-11% -$36K 0.03% 138
2018
Q1 		$317K Hold
9,324
– – 0.03% 128
2017
Q4 		$314K Hold
9,324
– – 0.03% 131
2017
Q3 		$292K Hold
9,324
– – 0.03% 126
2017
Q2 		$277K Hold
9,324
– – 0.03% 126
2017
Q1 		$265K Buy
9,324
+32
+0.3% +$888 0.03% 131
2016
Q4 		$244K Hold
9,292
– – 0.03% 135
2016
Q3 		$242K Hold
9,292
– – 0.03% 132
2016
Q2 		$233K Hold
9,292
– – 0.03% 135
2016
Q1 		$232K Sell
9,292
-216
-2% -$5.1K 0.03% 131
2015
Q4 		$236K Buy
9,508
+216
+2% +$5.39K 0.03% 131
2015
Q3 		$216K Sell
9,292
-1,000
-10% -$24.6K 0.03% 136
2015
Q2 		$255K Sell
10,292
-5,000
-33% -$126K 0.04% 124
2015
Q1 		$378K Buy
+15,292
New +$374K 0.05% 106

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Donaldson Capital Management's IWF Position: Q2 2026 in Review

Donaldson Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q2 2026, selling an estimated $25.2K and leaving 15,303 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #125.

Donaldson Capital Management first reported a position in IWF in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.93M in Q4 2024. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Donaldson Capital Management held 15,303 shares of iShares Russell 1000 Growth ETF worth $1.9M as of Q2 2026.
  • Donaldson Capital Management sold 209 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $25.2K.
  • iShares Russell 1000 Growth ETF made up 0.05% of Donaldson Capital Management's portfolio in Q2 2026, its #125 holding.
  • Donaldson Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 46 quarters since.
  • Donaldson Capital Management's iShares Russell 1000 Growth ETF position peaked at $1.93M in Q4 2024.
  • 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.