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IWF icon

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
Q2 		$1.69M Buy
13,615
+271
+2% +$32.7K 0.13% 82
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Trust's IWF Position: Q2 2026 in Review

American Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q2 2026, buying an estimated $32.7K and bringing the position to 13,615 shares worth $1.69M. The position accounts for 0.13% of the portfolio, ranked #82.

American Trust first reported a position in IWF in Q4 2021 and has held it in 11 quarters since. The position peaked at $9.55M in Q4 2024. 2,515 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • American Trust held 13,615 shares of iShares Russell 1000 Growth ETF worth $1.69M as of Q2 2026.
  • American Trust bought 271 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $32.7K.
  • iShares Russell 1000 Growth ETF made up 0.13% of American Trust's portfolio in Q2 2026, its #82 holding.
  • American Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 11 quarters since.
  • American Trust's iShares Russell 1000 Growth ETF position peaked at $9.55M in Q4 2024.
  • 2,515 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.