David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  iShares Russell 1000 Growth ETF (IWF)
← All IWF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,096 0.05 Reduce 95.64% 1.01 $102.23–120.08 · VW $111.78i $223,434 SEC
2025   Q4 48,076 1.06 Buy 1.06 $112.71–123.25 · VW $118.62i $5,688,621 SEC
2025   Q2 0 0.00 Sell 100.00% 0.61 $77.17–106.42 · VW $93.61i SEC
2025   Q1 30,352 0.61 Add 95.87% 0.30 $87.76–104.75 · VW $97.38i $3,032,317 SEC
2024   Q4 15,496 0.31 Buy 0.31 $91.83–104.88 · VW $98.14i $1,555,721 SEC
2023   Q4 0 0.00 Sell 100.00% 0.09 $64.00–76.34 · VW $70.64i SEC
2023   Q3 5,356 0.09 Buy 0.09 $65.39–71.74 · VW $69.06i $356,161 SEC
Price snapshot:
Current price$121.59
Avg. buy price$118.33
+/- since buy2.76%
52-week low$102.14
52-week high$129.03