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	–	Sell	-2,800	Closed	-$298K	–	316
2026 Q1	$298K	Buy	+2,800	New	+$318K	0.01%	211

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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.