David Rolfe's IWF Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 12,019 shares of iShares Russell 1000 Growth ETF (IWF) worth $5.69 M, representing 1.06% of the portfolio. First purchased in 2023-Q3, this short-term holding has been held for 6 quarters.
Based on 13F filings, David Rolfe has maintained this position in IWF for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 12,019 shares. Largest reduction occurred in Q2 2025, reducing 7,588 shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's iShares Russell 1000 Growth ETF (IWF) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 1000 Growth ETF (IWF) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +12,019 | New Buy | 12,019 | $473.30 |
| Q2 2025 | -7,588 | Sold Out | 0 | $0.00 |
| Q1 2025 | +3,714 | Add 95.87% | 7,588 | $399.62 |
| Q4 2024 | +3,874 | New Buy | 3,874 | $401.58 |
| Q4 2023 | -1,339 | Sold Out | 0 | $0.00 |
| Q3 2023 | +1,339 | New Buy | 1,339 | $265.99 |
David Rolfe's iShares Russell 1000 Growth ETF Investment FAQs
David Rolfe first purchased iShares Russell 1000 Growth ETF (IWF) in Q3 2023, acquiring 1,339 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held iShares Russell 1000 Growth ETF (IWF) for 6 quarters since Q3 2023.
David Rolfe's largest addition to iShares Russell 1000 Growth ETF (IWF) was in Q4 2025, adding 12,019 shares worth $5.69 M.
According to the latest 13F filing for Q4 2025, David Rolfe's firm, Wedgewood Partners INC, owns 12,019 shares of iShares Russell 1000 Growth ETF (IWF), valued at approximately $5.69 M.
As of the Q4 2025 filing, iShares Russell 1000 Growth ETF (IWF) represents approximately 1.06% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in iShares Russell 1000 Growth ETF (IWF) was 12,019 shares, as reported at the end of Q4 2025.