Dougherty Wealth Advisers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dougherty Wealth Advisers’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	$798K	Hold	6,428	–	–	0.44%	19
2026 Q1	$685K	Sell	6,428 -572	-8%	-$64.9K	0.43%	20
2025 Q4	$828K	Buy	+7,000	New	+$829K	0.47%	19
2020 Q2	–	Sell	-5,308	Closed	-$200K	–	166
2020 Q1	$200K	Hold	5,308	–	–	0.8%	29
2019 Q4	$233K	Hold	5,308	–	–	0.71%	34
2019 Q3	$212K	Hold	5,308	–	–	0.7%	35
2019 Q2	$209K	Hold	5,308	–	–	0.59%	39
2019 Q1	$201K	Hold	5,308	–	–	0.68%	36
2018 Q4	$190K	Buy	+5,308	New	+$187K	0.63%	40

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

Dougherty Wealth Advisers's IWF Position: Q2 2026 in Review

Dougherty Wealth Advisers held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 6,428 shares worth $798K. The position accounts for 0.44% of the portfolio, ranked #19.

Dougherty Wealth Advisers first reported a position in IWF in Q4 2018 and has held it in 9 quarters since. The position peaked at $828K in Q4 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Dougherty Wealth Advisers held 6,428 shares of iShares Russell 1000 Growth ETF worth $798K as of Q2 2026.
Dougherty Wealth Advisers left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.44% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #19 holding.
Dougherty Wealth Advisers first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 9 quarters since.
Dougherty Wealth Advisers's iShares Russell 1000 Growth ETF position peaked at $828K in Q4 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.