Harold Davidson & Associates
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
Q3 		$242K Hold
1,928
– – 0.1% 60
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 $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Harold Davidson & Associates's IWF Position: Q3 2026 in Review

Harold Davidson & Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 1,928 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #60.

Harold Davidson & Associates first reported a position in IWF in Q2 2025 and has held it in 6 quarters since. The position peaked at $488K in Q1 2026. 1,420 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Harold Davidson & Associates held 1,928 shares of iShares Russell 1000 Growth ETF worth $242K as of Q3 2026.
  • Harold Davidson & Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.1% of Harold Davidson & Associates's portfolio in Q3 2026, its #60 holding.
  • Harold Davidson & Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Harold Davidson & Associates's iShares Russell 1000 Growth ETF position peaked at $488K in Q1 2026.
  • 1,420 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Harold Davidson & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.