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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Caldwell Trust's IWF Position: Q1 2026 in Review

Caldwell Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.62% in Q1 2026, selling an estimated $14.5K and leaving 20,636 shares worth $2.2M. The position accounts for 0.2% of the portfolio, ranked #101.

Caldwell Trust first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.83M in Q3 2024. 2,436 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Caldwell Trust held 20,636 shares of iShares Russell 1000 Growth ETF worth $2.2M as of Q1 2026.
  • Caldwell Trust sold 128 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $14.5K.
  • iShares Russell 1000 Growth ETF made up 0.2% of Caldwell Trust's portfolio in Q1 2026, its #101 holding.
  • Caldwell Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's iShares Russell 1000 Growth ETF position peaked at $2.83M in Q3 2024.
  • 2,436 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.