Dorsey & Whitney Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dorsey & Whitney Trust’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	$19.3M	Sell	180,696 -5,612	-3%	-$637K	1.06%	17
2025 Q4	$22M	Sell	186,308 -10,328	-5%	-$1.22M	1.17%	16
2025 Q3	$23M	Sell	196,636 -4,728	-2%	-$526K	1.22%	14
2025 Q2	$21.4M	Hold	201,364	–	–	1.13%	14
2025 Q1	$18.2M	Buy	201,364 +1,096	+0.5%	+$108K	1.05%	18
2024 Q4	$20.1M	Buy	200,268 +1,788	+0.9%	+$176K	1.11%	17
2024 Q3	$18.6M	Buy	198,480 +3,900	+2%	+$354K	0.99%	18
2024 Q2	$17.7M	Sell	194,580 -1,460	-0.7%	-$125K	1.23%	13
2024 Q1	$16.5M	Sell	196,040 -8,880	-4%	-$715K	1.13%	17
2023 Q4	$15.5M	Buy	204,920 +3,616	+2%	+$256K	1.19%	15
2023 Q3	$13.4M	Sell	201,304 -6,384	-3%	-$441K	1.17%	16
2023 Q2	$14.3M	Sell	207,688 -10,476	-5%	-$666K	1.18%	16
2023 Q1	$13.3M	Buy	218,164 +9,240	+4%	+$532K	1.21%	14
2022 Q4	$11.2M	Buy	208,924 +9,304	+5%	+$512K	1.09%	20
2022 Q3	$10.5M	Sell	199,620 -4,164	-2%	-$245K	1.1%	21
2022 Q2	$11.1M	Buy	203,784 +7,016	+4%	+$421K	1.13%	21
2022 Q1	$13.7M	Sell	196,768 -1,000	-0.5%	-$68.3K	1.19%	19
2021 Q4	$15.1M	Buy	197,768 +41,420	+26%	+$3.07M	1.27%	17
2021 Q3	$10.7M	Buy	156,348 +2,400	+2%	+$170K	0.99%	23
2021 Q2	$10.4M	Buy	153,948 +103,196	+203%	+$6.65M	0.99%	26
2021 Q1	$3.08M	Sell	50,752 -688	-1%	-$41.9K	0.31%	78
2020 Q4	$3.1M	Sell	51,440 -456	-0.9%	-$26K	0.36%	68
2020 Q3	$2.81M	Hold	51,896	–	–	0.38%	66
2020 Q2	$2.49M	Sell	51,896 -1,332	-3%	-$58.7K	0.35%	72
2020 Q1	$2M	Buy	53,228 +40,992	+335%	+$1.77M	0.34%	74
2019 Q4	$538K	Buy	12,236 +156	+1%	+$6.51K	0.07%	221
2019 Q3	$482K	Sell	12,080 -26,980	-69%	-$1.08M	0.07%	225
2019 Q2	$1.54M	Hold	39,060	–	–	0.24%	99
2019 Q1	$1.48M	Buy	39,060 +3,580	+10%	+$129K	0.23%	97
2018 Q4	$1.16M	Buy	35,480 +1,420	+4%	+$50.1K	0.21%	110
2018 Q3	$1.33M	Buy	34,060 +5,400	+19%	+$204K	0.21%	107
2018 Q2	$1.03M	Hold	28,660	–	–	0.18%	119
2018 Q1	$975K	Hold	28,660	–	–	0.18%	111
2017 Q4	$965K	Hold	28,660	–	–	0.18%	102
2017 Q3	$897K	Hold	28,660	–	–	0.18%	104
2017 Q2	$853K	Buy	28,660 +600	+2%	+$17.6K	0.17%	108
2017 Q1	$798K	Sell	28,060 -2,236	-7%	-$62K	0.16%	111
2016 Q4	$794K	Buy	30,296 +236	+0.8%	+$6.13K	0.18%	101
2016 Q3	$783K	Buy	30,060 +1,880	+7%	+$48.9K	0.18%	104
2016 Q2	$707K	Hold	28,180	–	–	0.16%	109
2016 Q1	$703K	Hold	28,180	–	–	0.18%	104
2015 Q4	$701K	Buy	+28,180	New	+$703K	0.19%	100
2014 Q1	–	Sell	-15,200	Closed	-$327K	–	262
2013 Q4	$327K	Hold	15,200	–	–	0.09%	179
2013 Q3	$297K	Hold	15,200	–	–	0.09%	179
2013 Q2	$276K	Buy	+15,200	New	+$278K	0.09%	166

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

Dorsey & Whitney Trust's IWF Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q1 2026, selling an estimated $637K and leaving 180,696 shares worth $19.3M. The position accounts for 1.06% of the portfolio, ranked #17.

Dorsey & Whitney Trust first reported a position in IWF in Q2 2013 and has held it in 45 quarters since. The position peaked at $23M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Dorsey & Whitney Trust held 180,696 shares of iShares Russell 1000 Growth ETF worth $19.3M as of Q1 2026.
Dorsey & Whitney Trust sold 5,612 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $637K.
iShares Russell 1000 Growth ETF made up 1.06% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #17 holding.
Dorsey & Whitney Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 45 quarters since.
Dorsey & Whitney Trust's iShares Russell 1000 Growth ETF position peaked at $23M in Q3 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.