Alpine Bank Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Alpine Bank Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$872K	Hold	7,020	–	–	0.11%	103
2026 Q1	$748K	Hold	7,020	–	–	0.11%	96
2025 Q4	$831K	Sell	7,020 -324	-4%	-$38.4K	0.12%	86
2025 Q3	$860K	Hold	7,344	–	–	0.12%	86
2025 Q2	$780K	Buy	7,344 +324	+5%	+$31K	0.12%	84
2025 Q1	$634K	Buy	+7,020	New	+$693K	0.1%	89
2024 Q3	$722K	Buy	+7,696	New	+$698K	0.12%	90

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alpine Bank Wealth Management's IWF Position: Q2 2026 in Review

Alpine Bank Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 7,020 shares worth $872K. The position accounts for 0.11% of the portfolio, ranked #103.

Alpine Bank Wealth Management first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Alpine Bank Wealth Management held 7,020 shares of iShares Russell 1000 Growth ETF worth $872K as of Q2 2026.
Alpine Bank Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.11% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #103 holding.
Alpine Bank Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.