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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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. 2,509 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.
2,509 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.