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 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 $1.66T 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

Dougherty Wealth Advisers's IWF Position: Q1 2026 in Review

Dougherty Wealth Advisers reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.2% in Q1 2026, selling an estimated $64.9K and leaving 6,428 shares worth $685K. The position accounts for 0.43% of the portfolio, ranked #20.

Dougherty Wealth Advisers first reported a position in IWF in Q4 2018 and has held it in 8 quarters since. The position peaked at $828K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Dougherty Wealth Advisers held 6,428 shares of iShares Russell 1000 Growth ETF worth $685K as of Q1 2026.
Dougherty Wealth Advisers sold 572 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $64.9K.
iShares Russell 1000 Growth ETF made up 0.43% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #20 holding.
Dougherty Wealth Advisers first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 8 quarters since.
Dougherty Wealth Advisers's iShares Russell 1000 Growth ETF position peaked at $828K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.