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

City State 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	$575K	Sell	4,628 -40	-0.9%	-$4.82K	0.13%	123
2026 Q1	$498K	Hold	4,668	–	–	0.13%	130
2025 Q4	$552K	Buy	4,668 +464	+11%	+$55K	0.15%	116
2025 Q3	$492K	Sell	4,204 -60	-1%	-$6.68K	0.14%	126
2025 Q2	$453K	Sell	4,264 -80	-2%	-$7.65K	0.14%	128
2025 Q1	$392K	Hold	4,344	–	–	0.13%	132
2024 Q4	$436K	Sell	4,344 -120	-3%	-$11.8K	0.15%	125
2024 Q3	$419K	Sell	4,464 -40	-0.9%	-$3.63K	0.15%	130
2024 Q2	$410K	Hold	4,504	–	–	0.17%	125
2024 Q1	$380K	Sell	4,504 -680	-13%	-$54.8K	0.17%	123
2023 Q4	$393K	Sell	5,184 -764	-13%	-$54K	0.2%	110
2023 Q3	$396K	Sell	5,948 -348	-6%	-$24K	0.22%	103
2023 Q2	$433K	Hold	6,296	–	–	0.23%	99
2023 Q1	$385K	Buy	6,296 +1,600	+34%	+$92.2K	0.22%	103
2022 Q4	$252K	Buy	4,696 +464	+11%	+$25.5K	0.16%	143
2022 Q3	$223K	Buy	4,232 +2,304	+120%	+$135K	0.16%	133
2022 Q2	$105K	Hold	1,928	–	–	0.07%	197
2022 Q1	$134K	Hold	1,928	–	–	0.08%	194
2021 Q4	$147K	Buy	+1,928	New	+$143K	0.09%	187

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

City State Bank's IWF Position: Q2 2026 in Review

City State Bank reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.86% in Q2 2026, selling an estimated $4.82K and leaving 4,628 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #123.

City State Bank first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

City State Bank held 4,628 shares of iShares Russell 1000 Growth ETF worth $575K as of Q2 2026.
City State Bank sold 40 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.82K.
iShares Russell 1000 Growth ETF made up 0.13% of City State Bank's portfolio in Q2 2026, its #123 holding.
City State Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.