IWF — IShares Russell 1000 Growth

Ownership history in D.A. DAVIDSON & CO.  ·  87 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in IShares Russell 1000 Growth (IWF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.41% (2020 Q2)
Avg. % of fund
0.7%
First filed
2004 Q2
Last filed
2025 Q4
Quarters held
87
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 362,006 -453 -0.1% 1.05% $171.3M $472.88
2025 Q3 REDUCED 362,459 -497 -0.1% 1.09% $169.8M $467.53
2025 Q2 ADDED 362,956 +1,080 +0.3% 1.09% $154.1M $423.39
2025 Q1 REDUCED 361,876 -6,176 -1.7% 1.05% $130.7M $359.72
83 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)

Other funds also holding IWF

As of 2025 Q4 — sorted by position size

Qalhat Capital Ltd 3Y 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 25.48% Ball & Co Wealth Management Inc. 20.84% LWM ADVISORS INC 20.7% Cedar Mountain Advisors, LLC 3Y 17.72% 71 West Capital Partners 17.71% Bluesphere Advisors LLC 3Y 17.31% Sheridan Capital Management, LLC 16.68% Cooksen Wealth, LLC 16.4%
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