Caldwell Trust
IWF icon

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

Caldwell 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
Q3 		$3.04M Buy
24,266
+1,665
+7% +$204K 0.24% 86
2026
Q2 		$2.81M Buy
22,601
+1,965
+10% +$237K 0.23% 91
2026
Q1 		$2.2M Sell
20,636
-128
-0.6% -$14.5K 0.2% 101
2025
Q4 		$2.46M Sell
20,764
-340
-2% -$40.3K 0.22% 92
2025
Q3 		$2.47M Buy
21,104
+520
+3% +$57.9K 0.23% 92
2025
Q2 		$2.18M Hold
20,584
– – 0.22% 97
2025
Q1 		$1.86M Buy
20,584
+468
+2% +$46.2K 0.2% 108
2024
Q4 		$2.02M Sell
20,116
-10,000
-33% -$984K 0.21% 97
2024
Q3 		$2.83M Hold
30,116
– – 0.3% 72
2024
Q2 		$2.74M Hold
30,116
– – 0.3% 72
2024
Q1 		$2.54M Hold
30,116
– – 0.3% 77
2023
Q4 		$2.28M Sell
30,116
-140
-0.5% -$9.9K 0.29% 77
2023
Q3 		$2.01M Sell
30,256
-708
-2% -$48.9K 0.27% 80
2023
Q2 		$2.13M Buy
30,964
+11,100
+56% +$706K 0.28% 80
2023
Q1 		$1.21M Buy
19,864
+740
+4% +$42.6K 0.17% 120
2022
Q4 		$1.02M Hold
19,124
– – 0.14% 134
2022
Q3 		$1.01M Hold
19,124
– – 0.15% 127
2022
Q2 		$1.05M Buy
19,124
+2,520
+15% +$151K 0.14% 126
2022
Q1 		$1.15M Buy
16,604
+248
+2% +$16.9K 0.14% 131
2021
Q4 		$1.25M Hold
16,356
– – 0.14% 125
2021
Q3 		$1.12M Hold
16,356
– – 0.14% 124
2021
Q2 		$1.11M Hold
16,356
– – 0.15% 124
2021
Q1 		$994K Hold
16,356
– – 0.14% 129
2020
Q4 		$986K Hold
16,356
– – 0.15% 118
2020
Q3 		$887K Hold
16,356
– – 0.15% 117
2020
Q2 		$785K Hold
16,356
– – 0.13% 126
2020
Q1 		$616K Hold
16,356
– – 0.12% 136
2019
Q4 		$719K Buy
+16,356
New +$683K 0.11% 150

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Caldwell Trust's IWF Position: Q3 2026 in Review

Caldwell Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.4% in Q3 2026, buying an estimated $204K and bringing the position to 24,266 shares worth $3.04M. The position accounts for 0.24% of the portfolio, ranked #86.

Caldwell Trust first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. 1,838 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Caldwell Trust held 24,266 shares of iShares Russell 1000 Growth ETF worth $3.04M as of Q3 2026.
  • Caldwell Trust bought 1,665 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $204K.
  • iShares Russell 1000 Growth ETF made up 0.24% of Caldwell Trust's portfolio in Q3 2026, its #86 holding.
  • Caldwell Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,838 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.