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

Bank of Stockton’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	$412K	Sell	3,320 -200	-6%	-$24.1K	0.12%	105
2026 Q1	$375K	Sell	3,520 -540	-13%	-$61.3K	0.12%	108
2025 Q4	$480K	Hold	4,060	–	–	0.14%	92
2025 Q3	$475K	Hold	4,060	–	–	0.14%	91
2025 Q2	$431K	Sell	4,060 -100	-2%	-$9.56K	0.13%	91
2025 Q1	$376K	Sell	4,160 -40	-1%	-$3.95K	0.12%	103
2024 Q4	$422K	Sell	4,200 -140	-3%	-$13.8K	0.13%	97
2024 Q3	$407K	Sell	4,340 -20	-0.5%	-$1.81K	0.12%	106
2024 Q2	$397K	Sell	4,360 -160	-4%	-$13.7K	0.13%	99
2024 Q1	$381K	Sell	4,520 -320	-7%	-$25.8K	0.12%	100
2023 Q4	$378K	Hold	4,840	–	–	0.13%	95
2023 Q3	$311K	Sell	4,840 -120	-2%	-$8.29K	0.12%	92
2023 Q2	$341K	Hold	4,960	–	–	0.12%	88
2023 Q1	$303K	Hold	4,960	–	–	0.11%	99
2022 Q4	$266K	Sell	4,960 -600	-11%	-$33K	0.09%	103
2022 Q3	$292K	Sell	5,560 -200	-3%	-$11.8K	0.11%	98
2022 Q2	$315K	Hold	5,760	–	–	0.12%	96
2022 Q1	$400K	Hold	5,760	–	–	0.12%	88
2021 Q4	$440K	Sell	5,760 -340	-6%	-$25.2K	0.13%	87
2021 Q3	$418K	Sell	6,100 -1,060	-15%	-$75K	0.13%	85
2021 Q2	$486K	Sell	7,160 -4,240	-37%	-$273K	0.15%	81
2021 Q1	$692K	Buy	11,400 +4,240	+59%	+$258K	0.23%	65
2020 Q4	$431K	Hold	7,160	–	–	0.17%	86
2020 Q3	$388K	Hold	7,160	–	–	0.16%	85
2020 Q2	$343K	Sell	7,160 -616	-8%	-$27.1K	0.15%	94
2020 Q1	$292K	Buy	7,776 +616	+9%	+$26.5K	0.16%	87
2019 Q4	$314K	Hold	7,160	–	–	0.13%	95
2019 Q3	$285K	Sell	7,160 -1,600	-18%	-$64.1K	0.12%	100
2019 Q2	$344K	Hold	8,760	–	–	0.17%	91
2019 Q1	$331K	Buy	+8,760	New	+$315K	0.17%	88

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

Bank of Stockton's IWF Position: Q2 2026 in Review

Bank of Stockton reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q2 2026, selling an estimated $24.1K and leaving 3,320 shares worth $412K. The position accounts for 0.12% of the portfolio, ranked #105.

Bank of Stockton first reported a position in IWF in Q1 2019 and has held it in 30 quarters since. The position peaked at $692K in Q1 2021. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Bank of Stockton held 3,320 shares of iShares Russell 1000 Growth ETF worth $412K as of Q2 2026.
Bank of Stockton sold 200 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $24.1K.
iShares Russell 1000 Growth ETF made up 0.12% of Bank of Stockton's portfolio in Q2 2026, its #105 holding.
Bank of Stockton first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
Bank of Stockton's iShares Russell 1000 Growth ETF position peaked at $692K in Q1 2021.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.