Cape Cod Five Cents Savings Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $297K | Hold |
3,160
| – | – | 0.03% | 161 |
|
|
2025
Q3 | $297K | Hold |
3,160
| – | – | 0.03% | 161 |
|
|
2025
Q2 | $297K | Hold |
3,160
| – | – | 0.03% | 161 |
|
|
2025
Q1 | $297K | Hold |
3,160
| – | – | 0.03% | 161 |
|
|
2024
Q4 | $297K | Hold |
3,160
| – | – | 0.03% | 161 |
|
|
2024
Q3 | $297K | Sell |
3,160
-148
| -4% | -$13.4K | 0.03% | 161 |
|
|
2024
Q2 | $301K | Sell |
3,308
-48
| -1% | -$4.1K | 0.03% | 162 |
|
|
2024
Q1 | $283K | Hold |
3,356
| – | – | 0.03% | 166 |
|
|
2023
Q4 | $254K | Sell |
3,356
-3,356
| -50% | -$237K | 0.03% | 172 |
|
|
2023
Q3 | $446K | Buy |
6,712
+3,156
| +89% | +$218K | 0.02% | 178 |
|
|
2023
Q2 | $245K | Hold |
3,556
| – | – | 0.03% | 176 |
|
|
2023
Q1 | $217K | Buy |
+3,556
| New | +$205K | 0.02% | 178 |
|
|
2022
Q4 | – | Sell |
-3,836
| Closed | -$202K | – | 201 |
|
|
2022
Q3 | $202K | Hold |
3,836
| – | – | 0.02% | 187 |
|
|
2022
Q2 | $210K | Buy |
3,836
+876
| +30% | +$52.6K | 0.02% | 193 |
|
|
2022
Q1 | $205K | Hold |
2,960
| – | – | 0.02% | 195 |
|
|
2021
Q4 | $226K | Sell |
2,960
-340
| -10% | -$25.2K | 0.02% | 181 |
|
|
2021
Q3 | $226K | Hold |
3,300
| – | – | 0.02% | 170 |
|
|
2021
Q2 | $224K | Hold |
3,300
| – | – | 0.02% | 172 |
|
|
2021
Q1 | $201K | Sell |
3,300
-1,596
| -33% | -$97.1K | 0.02% | 175 |
|
|
2020
Q4 | $295K | Sell |
4,896
-204
| -4% | -$11.6K | 0.03% | 160 |
|
|
2020
Q3 | $277K | Hold |
5,100
| – | – | 0.04% | 148 |
|
|
2020
Q2 | $245K | Sell |
5,100
-7,044
| -58% | -$310K | 0.03% | 155 |
|
|
2020
Q1 | $457K | Sell |
12,144
-8
| -0.1% | -$345 | 0.07% | 121 |
|
|
2019
Q4 | $534K | Sell |
12,152
-1,508
| -11% | -$63K | 0.07% | 128 |
|
|
2019
Q3 | $545K | Buy |
13,660
+1,680
| +14% | +$67.4K | 0.08% | 127 |
|
|
2019
Q2 | $471K | Sell |
11,980
-88
| -0.7% | -$3.4K | 0.07% | 137 |
|
|
2019
Q1 | $457K | Hold |
12,068
| – | – | 0.07% | 132 |
|
|
2018
Q4 | $395K | Hold |
12,068
| – | – | 0.07% | 136 |
|
|
2018
Q3 | $471K | Hold |
12,068
| – | – | 0.07% | 130 |
|
|
2018
Q2 | $434K | Hold |
12,068
| – | – | 0.07% | 132 |
|
|
2018
Q1 | $411K | Hold |
12,068
| – | – | 0.06% | 138 |
|
|
2017
Q4 | $406K | Hold |
12,068
| – | – | 0.06% | 143 |
|
|
2017
Q3 | $377K | Sell |
12,068
-388
| -3% | -$11.9K | 0.06% | 151 |
|
|
2017
Q2 | $371K | Hold |
12,456
| – | – | 0.06% | 162 |
|
|
2017
Q1 | $354K | Buy |
+12,456
| New | +$345K | 0.06% | 165 |
|
Other funds holding IWF
Cape Cod Five Cents Savings Bank's IWF Position: Q4 2025 in Review
Cape Cod Five Cents Savings Bank held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2025 at 3,160 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #161.
Cape Cod Five Cents Savings Bank first reported a position in IWF in Q1 2017 and has held it in 35 quarters since. The position peaked at $545K in Q3 2019. 2,523 funds tracked by Wall St. Rank hold IWF as of Q4 2025.
- Cape Cod Five Cents Savings Bank held 3,160 shares of iShares Russell 1000 Growth ETF worth $297K as of Q4 2025.
- Cape Cod Five Cents Savings Bank left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2025.
- iShares Russell 1000 Growth ETF made up 0.03% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #161 holding.
- Cape Cod Five Cents Savings Bank first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and has held it in 35 quarters since.
- Cape Cod Five Cents Savings Bank's iShares Russell 1000 Growth ETF position peaked at $545K in Q3 2019.
- 2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.
Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.