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Bath Savings Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bath Savings 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 		$284K Buy
2,288
+24
+1% +$2.89K 0.03% 153
2026
Q1 		$241K Sell
2,264
-804
-26% -$91.3K 0.03% 154
2025
Q4 		$363K Hold
3,068
– – 0.04% 141
2025
Q3 		$359K Buy
3,068
+784
+34% +$87.3K 0.04% 137
2025
Q2 		$242K Hold
2,284
– – 0.02% 150
2025
Q1 		$206K Buy
+2,284
New +$225K 0.02% 159

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Bath Savings Trust's IWF Position: Q2 2026 in Review

Bath Savings Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2026, buying an estimated $2.89K and bringing the position to 2,288 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #153.

Bath Savings Trust first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. The position peaked at $363K in Q4 2025. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Bath Savings Trust held 2,288 shares of iShares Russell 1000 Growth ETF worth $284K as of Q2 2026.
  • Bath Savings Trust bought 24 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.89K.
  • iShares Russell 1000 Growth ETF made up 0.03% of Bath Savings Trust's portfolio in Q2 2026, its #153 holding.
  • Bath Savings Trust first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Bath Savings Trust's iShares Russell 1000 Growth ETF position peaked at $363K in Q4 2025.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.