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 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 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

Donaldson Capital Management's IWF Position: Q1 2026 in Review

Donaldson Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q1 2026, selling an estimated $19.1K and leaving 15,512 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #115.

Donaldson Capital Management first reported a position in IWF in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.93M in Q4 2024. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Donaldson Capital Management held 15,512 shares of iShares Russell 1000 Growth ETF worth $1.65M as of Q1 2026.
Donaldson Capital Management sold 168 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $19.1K.
iShares Russell 1000 Growth ETF made up 0.05% of Donaldson Capital Management's portfolio in Q1 2026, its #115 holding.
Donaldson Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 45 quarters since.
Donaldson Capital Management's iShares Russell 1000 Growth ETF position peaked at $1.93M in Q4 2024.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.