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

BankPlus Trust Department’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	$440K	Hold	4,132	–	–	0.12%	126
2025 Q4	$489K	Sell	4,132 -192	-4%	-$22.7K	0.13%	119
2025 Q3	$506K	Buy	4,324 +192	+5%	+$21.4K	0.14%	118
2025 Q2	$439K	Sell	4,132 -376	-8%	-$36K	0.13%	117
2025 Q1	$407K	Sell	4,508 -256	-5%	-$25.3K	0.14%	109
2024 Q4	$478K	Buy	+4,764	New	+$469K	0.16%	105

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

BankPlus Trust Department's IWF Position: Q1 2026 in Review

BankPlus Trust Department held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 4,132 shares worth $440K. The position accounts for 0.12% of the portfolio, ranked #126.

BankPlus Trust Department first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $506K in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

BankPlus Trust Department held 4,132 shares of iShares Russell 1000 Growth ETF worth $440K as of Q1 2026.
BankPlus Trust Department left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.12% of BankPlus Trust Department's portfolio in Q1 2026, its #126 holding.
BankPlus Trust Department first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's iShares Russell 1000 Growth ETF position peaked at $506K in Q3 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.