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

American Trust’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 Q1	$1.42M	Sell	13,344 -420	-3%	-$47.7K	0.13%	90
2025 Q4	$1.63M	Sell	13,764 -30,928	-69%	-$3.66M	0.14%	90
2025 Q3	$5.23M	Sell	44,692 -36,300	-45%	-$4.04M	0.44%	37
2025 Q2	$8.6M	Buy	80,992 +6,432	+9%	+$615K	0.81%	18
2025 Q1	$6.73M	Sell	74,560 -20,552	-22%	-$2.03M	1.66%	8
2024 Q4	$9.55M	Buy	+95,112	New	+$9.36M	0.73%	20
2022 Q4	–	Sell	-6,484	Closed	-$341K	–	460
2022 Q3	$341K	Sell	6,484 -4,032	-38%	-$237K	0.03%	274
2022 Q2	$575K	Buy	10,516 +3,904	+59%	+$234K	0.05%	193
2022 Q1	$459K	Buy	6,612 +128	+2%	+$8.74K	0.03%	262
2021 Q4	$495K	Buy	+6,484	New	+$481K	0.04%	166

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Trust's IWF Position: Q1 2026 in Review

American Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.1% in Q1 2026, selling an estimated $47.7K and leaving 13,344 shares worth $1.42M. The position accounts for 0.13% of the portfolio, ranked #90.

American Trust first reported a position in IWF in Q4 2021 and has held it in 10 quarters since. The position peaked at $9.55M in Q4 2024. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

American Trust held 13,344 shares of iShares Russell 1000 Growth ETF worth $1.42M as of Q1 2026.
American Trust sold 420 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $47.7K.
iShares Russell 1000 Growth ETF made up 0.13% of American Trust's portfolio in Q1 2026, its #90 holding.
American Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 10 quarters since.
American Trust's iShares Russell 1000 Growth ETF position peaked at $9.55M in Q4 2024.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.