Grandfield & Dodd’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Grandfield & Dodd’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	$331K	Hold	3,108	–	–	0.02%	169
2025 Q4	$368K	Hold	3,108	–	–	0.02%	164
2025 Q3	$364K	Hold	3,108	–	–	0.02%	165
2025 Q2	$330K	Buy	3,108 +192	+7%	+$18.4K	0.02%	170
2025 Q1	$263K	Sell	2,916 -300	-9%	-$29.6K	0.02%	179
2024 Q4	$323K	Hold	3,216	–	–	0.02%	167
2024 Q3	$302K	Hold	3,216	–	–	0.02%	175
2024 Q2	$293K	Hold	3,216	–	–	0.02%	173
2024 Q1	$271K	Hold	3,216	–	–	0.02%	179
2023 Q4	$244K	Hold	3,216	–	–	0.02%	179
2023 Q3	$214K	Hold	3,216	–	–	0.02%	179
2023 Q2	$221K	Buy	+3,216	New	+$205K	0.02%	183
2022 Q1	–	Sell	-2,668	Closed	-$200K	–	212
2021 Q4	$200K	Buy	+2,668	New	+$198K	0.01%	206
2019 Q4	–	Sell	-5,832	Closed	-$233K	–	185
2019 Q3	$233K	Buy	+5,832	New	+$234K	0.02%	164

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

Grandfield & Dodd's IWF Position: Q1 2026 in Review

Grandfield & Dodd held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 3,108 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #169.

Grandfield & Dodd first reported a position in IWF in Q3 2019 and has held it in 14 quarters since. The position peaked at $368K in Q4 2025. 2,437 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Grandfield & Dodd held 3,108 shares of iShares Russell 1000 Growth ETF worth $331K as of Q1 2026.
Grandfield & Dodd left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.02% of Grandfield & Dodd's portfolio in Q1 2026, its #169 holding.
Grandfield & Dodd first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 14 quarters since.
Grandfield & Dodd's iShares Russell 1000 Growth ETF position peaked at $368K in Q4 2025.
2,437 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.