Fidelity D&D Bancorp’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fidelity D&D Bancorp’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	$9.29M	Buy	87,164 +13,944	+19%	+$1.58M	3.73%	9
2025 Q4	$8.66M	Buy	73,220 +876	+1%	+$104K	3.74%	9
2025 Q3	$8.47M	Buy	72,344 +7,920	+12%	+$882K	4.67%	5
2025 Q2	$6.84M	Buy	64,424 +11,048	+21%	+$1.06M	4.19%	5
2025 Q1	$4.82M	Buy	53,376 +5,440	+11%	+$537K	3.17%	9
2024 Q4	$4.81M	Buy	47,936 +8,164	+21%	+$803K	3.2%	8
2024 Q3	$3.73M	Buy	39,772 +3,028	+8%	+$275K	2.48%	10
2024 Q2	$3.35M	Sell	36,744 -3,424	-9%	-$292K	2.54%	11
2024 Q1	$3.38M	Buy	40,168 +3,052	+8%	+$246K	2.54%	10
2023 Q4	$2.81M	Sell	37,116 -1,028	-3%	-$72.7K	2.19%	10
2023 Q3	$2.54M	Buy	+38,144	New	+$2.63M	2.61%	11
2023 Q1	$3.38M	Buy	+40,168	New	+$2.31M	2.54%	10

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

Fidelity D&D Bancorp's IWF Position: Q1 2026 in Review

Fidelity D&D Bancorp increased its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q1 2026, buying an estimated $1.58M and bringing the position to 87,164 shares worth $9.29M. The position accounts for 3.73% of the portfolio, ranked #9.

Fidelity D&D Bancorp first reported a position in IWF in Q1 2023 and has held it in 12 quarters since. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Fidelity D&D Bancorp held 87,164 shares of iShares Russell 1000 Growth ETF worth $9.29M as of Q1 2026.
Fidelity D&D Bancorp bought 13,944 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.58M.
iShares Russell 1000 Growth ETF made up 3.73% of Fidelity D&D Bancorp's portfolio in Q1 2026, its #9 holding.
Fidelity D&D Bancorp first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 12 quarters since.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q1 2026, filed 30 Apr 2026.