IWF
iShares Russell 1000 Growth ETF
iShares Russell 1000 Growth ETF historical holders
total: 2
Wedgewood Partners iShares Russell 1000 Growth ETF transactions over time
- Total transactions:
- 7
- New positions:
- 3
- Sold out:
- 2
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q4
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
David Rolfe has been an institutional investor in iShares Russell 1000 Growth ETF (IWF) since 2023 Q3. According to 2026 Q1 report, David Rolfe holds 2,096 shares with a market value of roughly $223.43K representing 0.05% of their equity portfolio. The fund/company first acquired IWF in 2023 Q3, initially purchasing 5,356 shares. David Rolfe later completely sold out the position and reinvested in IWF again in 2025 Q4. Since the initial investment, Wedgewood Partners has made 6 more transactions in this position.
Does David Rolfe still hold IWF?
Yes, David Rolfe continues to hold iShares Russell 1000 Growth ETF (IWF). According to their 2026 Q1 report, they maintain a position of 2,096 shares valued at approximately $223.43K, representing 0.05% of their equity portfolio.
When did David Rolfe first invest in IWF?
David Rolfe first invested in iShares Russell 1000 Growth ETF (IWF) in 2023 Q3 at the reported quarter-end price of $66.50 per share, acquiring 5,356 shares in their initial purchase.
What is David Rolfe's average cost basis for IWF?
Based on historical transaction data, David Rolfe's estimated cost basis for iShares Russell 1000 Growth ETF (IWF) is approximately $118.33 per share. This represents their average reported price* across all buy transactions.
Has David Rolfe reinvested in IWF after selling?
Yes, David Rolfe has shown renewed interest in iShares Russell 1000 Growth ETF (IWF). After completely selling their position, they reinitiated an investment in 2025 Q4, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $118.33
- Weighted AVG sell price:
- $106.60
IWF transactions history by Wedgewood Partners
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.05%
|
2,096
|
$106.60
|
$223,434
|
-95.64% (-45,980)
|
-0.92%
|
|
2025 Q4
|
1.06%
|
48,076
|
$118.33
|
$5,688,621
|
new
|
+1.06%
|
|
2025 Q2
|
0.00%
|
0
|
$99.91
|
|
-100% (-30,352)
|
-0.61%
|
|
2025 Q1
|
0.61%
|
30,352
|
$99.91
|
$3,032,317
|
+95.87% (+14,856)
|
+0.3%
|
|
2024 Q4
|
0.31%
|
15,496
|
$100.40
|
$1,555,721
|
new
|
+0.31%
|
|
2023 Q4
|
0.00%
|
0
|
$66.50
|
|
-100% (-5,356)
|
-0.09%
|
|
2023 Q3
|
0.09%
|
5,356
|
$66.50
|
$356,161
|
new
|
+0.09%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.