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

Bell 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 		$765K Hold
6,164
– – 0.03% 115
2026
Q1 		$657K Sell
6,164
-636
-9% -$72.2K 0.03% 112
2025
Q4 		$805K Sell
6,800
-84
-1% -$9.95K 0.03% 109
2025
Q3 		$806K Buy
6,884
+84
+1% +$9.35K 0.03% 118
2025
Q2 		$722K Sell
6,800
-264
-4% -$25.2K 0.03% 121
2025
Q1 		$638K Hold
7,064
– – 0.03% 118
2024
Q4 		$709K Hold
7,064
– – 0.05% 119
2024
Q3 		$663K Sell
7,064
-380
-5% -$34.5K 0.08% 115
2024
Q2 		$678K Hold
7,444
– – 0.06% 112
2024
Q1 		$627K Hold
7,444
– – 0.05% 129
2023
Q4 		$564K Sell
7,444
-320
-4% -$22.6K 0.05% 126
2023
Q3 		$516K Sell
7,764
-428
-5% -$29.6K 0.06% 123
2023
Q2 		$564K Sell
8,192
-328
-4% -$20.9K 0.06% 125
2023
Q1 		$520K Sell
8,520
-736
-8% -$42.4K 0.06% 126
2022
Q4 		$496K Buy
9,256
+320
+4% +$17.6K 0.06% 129
2022
Q3 		$470K Sell
8,936
-836
-9% -$49.2K 0.06% 126
2022
Q2 		$534K Buy
+9,772
New +$587K 0.06% 127

Other funds holding IWF

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
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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Bell Bank's IWF Position: Q2 2026 in Review

Bell Bank held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 6,164 shares worth $765K. The position accounts for 0.03% of the portfolio, ranked #115.

Bell Bank first reported a position in IWF in Q2 2022 and has held it in 17 quarters since. The position peaked at $806K in Q3 2025. 553 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Bell Bank held 6,164 shares of iShares Russell 1000 Growth ETF worth $765K as of Q2 2026.
  • Bell Bank left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Bell Bank's portfolio in Q2 2026, its #115 holding.
  • Bell Bank first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Bell Bank's iShares Russell 1000 Growth ETF position peaked at $806K in Q3 2025.
  • 553 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.