Lee, Danner & Bass
IWF icon

Lee, Danner & Bass’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lee, Danner & Bass’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 		$2.71M Sell
21,596
-100
-0.5% -$12.2K 0.16% 103
2026
Q2 		$2.69M Hold
21,696
– – 0.16% 105
2026
Q1 		$2.31M Hold
21,696
– – 0.15% 109
2025
Q4 		$2.57M Sell
21,696
-52
-0.2% -$6.16K 0.18% 92
2025
Q3 		$2.55M Buy
21,748
+52
+0.2% +$5.79K 0.19% 94
2025
Q2 		$2.3M Hold
21,696
– – 0.18% 100
2025
Q1 		$1.96M Sell
21,696
-352
-2% -$34.7K 0.16% 102
2024
Q4 		$2.21M Buy
22,048
+8,380
+61% +$824K 0.18% 101
2024
Q3 		$1.28M Hold
13,668
– – 0.09% 126
2024
Q2 		$1.25M Buy
+13,668
New +$1.17M 0.1% 126
2023
Q4 		$1.01M Sell
13,268
-312
-2% -$22.1K 0.09% 130
2023
Q3 		$903K Hold
13,580
– – 0.08% 128
2023
Q2 		$934K Buy
13,580
+28
+0.2% +$1.78K 0.08% 131
2023
Q1 		$828K Sell
13,552
-10,800
-44% -$622K 0.08% 138
2022
Q4 		$1.3M Sell
24,352
-156
-0.6% -$8.58K 0.12% 117
2022
Q3 		$1.29M Hold
24,508
– – 0.14% 111
2022
Q2 		$1.34M Sell
24,508
-30,000
-55% -$1.8M 0.14% 108
2022
Q1 		$3.78M Hold
54,508
– – 0.32% 70
2021
Q4 		$4.16M Hold
54,508
– – 0.36% 65
2021
Q3 		$3.73M Hold
54,508
– – 0.34% 69
2021
Q2 		$3.7M Hold
54,508
– – 0.34% 76
2021
Q1 		$3.31M Buy
54,508
+16,800
+45% +$1.02M 0.32% 77
2020
Q4 		$2.27M Hold
37,708
– – 0.24% 83
2020
Q3 		$2.04M Hold
37,708
– – 0.24% 85
2020
Q2 		$1.81M Buy
37,708
+312
+0.8% +$13.8K 0.23% 87
2020
Q1 		$1.41M Hold
37,396
– – 0.2% 91
2019
Q4 		$1.64M Hold
37,396
– – 0.17% 96
2019
Q3 		$1.49M Sell
37,396
-408
-1% -$16.4K 0.16% 99
2019
Q2 		$1.49M Buy
37,804
+376
+1% +$14.6K 0.16% 99
2019
Q1 		$1.42M Hold
37,428
– – 0.16% 97
2018
Q4 		$1.22M Sell
37,428
-420
-1% -$14.8K 0.14% 101
2018
Q3 		$1.48M Hold
37,848
– – 0.15% 102
2018
Q2 		$1.36M Buy
37,848
+404
+1% +$14.3K 0.14% 103
2018
Q1 		$1.27M Buy
+37,444
New +$1.31M 0.13% 106

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lee, Danner & Bass's IWF Position: Q3 2026 in Review

Lee, Danner & Bass reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.46% in Q3 2026, selling an estimated $12.2K and leaving 21,596 shares worth $2.71M. The position accounts for 0.16% of the portfolio, ranked #103.

Lee, Danner & Bass first reported a position in IWF in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.16M in Q4 2021. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Lee, Danner & Bass held 21,596 shares of iShares Russell 1000 Growth ETF worth $2.71M as of Q3 2026.
  • Lee, Danner & Bass sold 100 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $12.2K.
  • iShares Russell 1000 Growth ETF made up 0.16% of Lee, Danner & Bass's portfolio in Q3 2026, its #103 holding.
  • Lee, Danner & Bass first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • Lee, Danner & Bass's iShares Russell 1000 Growth ETF position peaked at $4.16M in Q4 2021.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.