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 Q2	$9.93K	Buy	+80	New	+$9.64K	﹤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	$46.5K	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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McDonald Partners's IWF Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 80 shares worth $9.93K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: McDonald Partners previously reported a position in IWF as recently as Q2 2022.

McDonald Partners first reported a position in IWF in Q4 2020 and has held it in 8 quarters since. The position peaked at $867K in Q4 2020. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

McDonald Partners held 80 shares of iShares Russell 1000 Growth ETF worth $9.93K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new McDonald Partners position in Q2 2026.
iShares Russell 1000 Growth ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #480 holding.
McDonald Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 8 quarters since.
McDonald Partners's iShares Russell 1000 Growth ETF position peaked at $867K in Q4 2020.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.