Bank of Marin’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bank of Marin’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	–	Sell	-1,704	Closed	-$202K	–	141
2025 Q4	$202K	Buy	+1,704	New	+$202K	0.14%	129
2025 Q1	–	Sell	-2,144	Closed	-$215K	–	97
2024 Q4	$215K	Sell	2,144 -148	-6%	-$14.6K	0.17%	122
2024 Q3	$215K	Hold	2,292	–	–	0.17%	123
2024 Q2	$209K	Buy	+2,292	New	+$196K	0.18%	119
2022 Q2	–	Sell	-4,040	Closed	-$280K	–	118
2022 Q1	$280K	Hold	4,040	–	–	0.2%	111
2021 Q4	$309K	Hold	4,040	–	–	0.21%	115
2021 Q3	$277K	Hold	4,040	–	–	0.2%	113
2021 Q2	$274K	Buy	4,040 +504	+14%	+$32.5K	0.2%	117
2021 Q1	$215K	Hold	3,536	–	–	0.17%	125
2020 Q4	$213K	Buy	+3,536	New	+$201K	0.18%	125
2020 Q1	–	Sell	-6,540	Closed	-$288K	–	120
2019 Q4	$288K	Buy	+6,540	New	+$273K	0.29%	102

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

Bank of Marin's IWF Position: Q1 2026 in Review

Bank of Marin sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 1,704 shares — an estimated $202K sold.

Bank of Marin first reported a position in IWF in Q4 2019 and held it in 11 quarters. The position peaked at $309K in Q4 2021. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Bank of Marin reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Bank of Marin sold 1,704 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $202K.
Bank of Marin first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 11 quarters.
Bank of Marin's iShares Russell 1000 Growth ETF position peaked at $309K in Q4 2021.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.