Advantage Trust Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$99.3K Buy
+800
New +$96.4K 0.03% 84
2025
Q4
Sell
-800
Closed -$93.7K 157
2025
Q3
$93.7K Hold
800
0.04% 86
2025
Q2
$84.9K Buy
+800
New +$76.5K 0.04% 99

Other funds holding IWF

Advantage Trust Company's IWF Position: Q2 2026 in Review

Advantage Trust Company opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 800 shares worth $99.3K. The stake represents 0.03% of the portfolio and ranks #84 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in IWF as recently as Q3 2025.

Advantage Trust Company first reported a position in IWF in Q2 2025 and has held it in 3 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Advantage Trust Company held 800 shares of iShares Russell 1000 Growth ETF worth $99.3K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Advantage Trust Company position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Advantage Trust Company's portfolio in Q2 2026, its #84 holding.
  • Advantage Trust Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.