IWF IShares Russell 1000 Growth

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

AI Ownership Summary

D.A. DAVIDSON & CO. reported IShares Russell 1000 Growth (IWF) in 87 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.2% in 2024 Q4. The latest visible filing shows IWF at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D.A. DAVIDSON & CO.'s position in IShares Russell 1000 Growth, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWF was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How D.A. DAVIDSON & CO. held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 362,006 -453 -0.1% 1.05% $171.3M 2026-02-14 (Est.) $446.78
2025 Q3 REDUCED 362,459 -497 -0.1% 1.09% $169.8M 2025-10-22 $467.86
2025 Q2 ADDED 362,956 +1,080 +0.3% 1.09% $154.1M 2025-07-30 $438.98
2025 Q1 REDUCED 361,876 -6,176 -1.7% 1.05% $130.7M 2025-04-28 $363.10
2024 Q4 REDUCED 368,052 -2,222 -0.6% 1.20% $147.8M 2025-01-31 $407.33
2024 Q3 ADDED 370,274 +6,212 +1.7% 1.15% $139.0M 2024-11-13 $396.04
2024 Q2 ADDED 364,062 +1,894 +0.5% 1.18% $132.7M 2024-08-01 $349.11
2024 Q1 REDUCED 362,168 -23,907 -6.2% 1.10% $122.1M 2024-05-13 $334.00
2023 Q4 ADDED 386,075 +668 +0.2% 1.15% $117.0M 2024-02-09 $326.25
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About D.A. DAVIDSON & CO. and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has D.A. DAVIDSON & CO. reported owning IWF?

D.A. DAVIDSON & CO. reported IWF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWF position in D.A. DAVIDSON & CO.'s portfolio?

The largest reported portfolio weight for IWF was 1.20% in 2024 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q4, when D.A. DAVIDSON & CO. reported 362,006 shares, equal to 1.05% of portfolio, with an estimated market value of $171.3M.

What does the chart on this IWF ownership page compare?

The chart compares D.A. DAVIDSON & CO.'s quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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