HDA
IWF icon

Harold Davidson & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Harold Davidson & Associates’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 		$239K Sell
1,928
-2,648
-58% -$319K 0.1% 56
2026
Q1 		$488K Buy
4,576
+2,516
+122% +$286K 0.24% 49
2025
Q4 		$244K Sell
2,060
-852
-29% -$101K 0.11% 60
2025
Q3 		$341K Buy
2,912
+324
+13% +$36.1K 0.16% 58
2025
Q2 		$275K Buy
+2,588
New +$247K 0.18% 56

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Harold Davidson & Associates's IWF Position: Q2 2026 in Review

Harold Davidson & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 58% in Q2 2026, selling an estimated $319K and leaving 1,928 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #56.

Harold Davidson & Associates first reported a position in IWF in Q2 2025 and has held it in 5 quarters since. The position peaked at $488K in Q1 2026. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Harold Davidson & Associates held 1,928 shares of iShares Russell 1000 Growth ETF worth $239K as of Q2 2026.
  • Harold Davidson & Associates sold 2,648 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $319K.
  • iShares Russell 1000 Growth ETF made up 0.1% of Harold Davidson & Associates's portfolio in Q2 2026, its #56 holding.
  • Harold Davidson & Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Harold Davidson & Associates's iShares Russell 1000 Growth ETF position peaked at $488K in Q1 2026.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.