Baker Boyer National Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Baker Boyer National Bank’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	$1.29M	Sell	10,408 -832	-7%	-$100K	0.35%	26
2026 Q1	$1.2M	Hold	11,240	–	–	0.36%	26
2025 Q4	$1.33M	Hold	11,240	–	–	0.4%	24
2025 Q3	$1.32M	Hold	11,240	–	–	0.44%	21
2025 Q2	$1.19M	Hold	11,240	–	–	0.41%	20
2025 Q1	$1.01M	Hold	11,240	–	–	0.37%	24
2024 Q4	$1.13M	Sell	11,240 -96	-0.8%	-$9.44K	0.39%	27
2024 Q3	$1.06M	Buy	11,336 +96	+0.9%	+$8.7K	0.36%	27
2024 Q2	$1.02M	Hold	11,240	–	–	0.36%	26
2024 Q1	$947K	Hold	11,240	–	–	0.33%	30
2023 Q4	$852K	Hold	11,240	–	–	0.31%	31
2023 Q3	$747K	Hold	11,240	–	–	0.3%	35
2023 Q2	$773K	Hold	11,240	–	–	0.29%	31
2023 Q1	$687K	Hold	11,240	–	–	0.26%	35
2022 Q4	$602K	Hold	11,240	–	–	0.25%	37
2022 Q3	$591K	Sell	11,240 -332	-3%	-$19.5K	0.26%	35
2022 Q2	$633K	Hold	11,572	–	–	0.32%	35
2022 Q1	$803K	Hold	11,572	–	–	0.39%	33
2021 Q4	$884K	Buy	+11,572	New	+$858K	0.41%	33
2021 Q2	$633K	Buy	+11,572	New	+$746K	0.32%	35
2018 Q1	$507K	Hold	14,912	–	–	1.54%	19
2017 Q4	$502K	Hold	14,912	–	–	1.51%	24
2017 Q3	$466K	Buy	+14,912	New	+$456K	1.54%	24

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Baker Boyer National Bank's IWF Position: Q2 2026 in Review

Baker Boyer National Bank reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.4% in Q2 2026, selling an estimated $100K and leaving 10,408 shares worth $1.29M. The position accounts for 0.35% of the portfolio, ranked #26.

Baker Boyer National Bank first reported a position in IWF in Q3 2017 and has held it in 23 quarters since. The position peaked at $1.33M in Q4 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Baker Boyer National Bank held 10,408 shares of iShares Russell 1000 Growth ETF worth $1.29M as of Q2 2026.
Baker Boyer National Bank sold 832 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $100K.
iShares Russell 1000 Growth ETF made up 0.35% of Baker Boyer National Bank's portfolio in Q2 2026, its #26 holding.
Baker Boyer National Bank first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 23 quarters since.
Baker Boyer National Bank's iShares Russell 1000 Growth ETF position peaked at $1.33M in Q4 2025.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.