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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
Q1 		$298K Buy
+2,800
New +$318K 0.01% 211

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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.