McDonald Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

McDonald Partners’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	$10K	Hold	80	–	–	﹤0.01%	471
2026 Q2	$9.9K	Buy	+80	New	+$9.6K	﹤0.01%	480
2022 Q3	–	Sell	-7,140	Closed	-$390K	–	259
2022 Q2	$390K	Hold	7,140	–	–	0.1%	205
2022 Q1	$496K	Buy	7,140 +6,532	+1,074%	+$446K	0.11%	199
2021 Q4	$46.4K	Sell	608 -6,104	-91%	-$452K	0.04%	112
2021 Q3	$460K	Hold	6,712	–	–	0.11%	198
2021 Q2	$456K	Hold	6,712	–	–	0.11%	198
2021 Q1	$408K	Sell	6,712 -7,664	-53%	-$466K	0.1%	195
2020 Q4	$867K	Buy	+14,376	New	+$818K	0.24%	111

Other funds holding IWF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

McDonald Partners's IWF Position: Q3 2026 in Review

McDonald Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 80 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

McDonald Partners first reported a position in IWF in Q4 2020 and has held it in 9 quarters since. The position peaked at $867K in Q4 2020. 1,625 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

McDonald Partners held 80 shares of iShares Russell 1000 Growth ETF worth $10K as of Q3 2026.
McDonald Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up ﹤0.01% of McDonald Partners's portfolio in Q3 2026, its #471 holding.
McDonald Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 9 quarters since.
McDonald Partners's iShares Russell 1000 Growth ETF position peaked at $867K in Q4 2020.
1,625 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.