Country Club Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Country Club 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
2025 Q3	$28M	Sell	239,980 -5,480	-2%	-$610K	1.66%	11
2025 Q2	$25.9M	Sell	245,460 -21,460	-8%	-$2.05M	1.63%	11
2025 Q1	$24.1M	Sell	266,920 -18,312	-6%	-$1.81M	1.62%	10
2024 Q4	$28.9M	Sell	285,232 -9,968	-3%	-$980K	1.93%	9
2024 Q3	$27.6M	Sell	295,200 -8,520	-3%	-$772K	1.84%	9
2024 Q2	$27.9M	Sell	303,720 -5,212	-2%	-$445K	1.94%	8
2024 Q1	$26M	Sell	308,932 -8,092	-3%	-$652K	1.84%	8
2023 Q4	$24.1M	Sell	317,024 -12,432	-4%	-$879K	1.82%	9
2023 Q3	$21.9M	Sell	329,456 -16,040	-5%	-$1.11M	1.79%	10
2023 Q2	$23.4M	Sell	345,496 -5,208	-1%	-$331K	1.86%	9
2023 Q1	$21.1M	Buy	350,704 +11,868	+4%	+$684K	1.73%	10
2022 Q4	$18.1M	Sell	338,836 -61,028	-15%	-$3.36M	1.58%	11
2022 Q3	$21.4M	Buy	399,864 +30,452	+8%	+$1.79M	2.05%	8
2022 Q2	$20.5M	Buy	+369,412	New	+$22.2M	1.9%	9

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Country Club Bank's IWF Position: Q3 2025 in Review

Country Club Bank reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q3 2025, selling an estimated $610K and leaving 239,980 shares worth $28M. The position accounts for 1.66% of the portfolio, ranked #11.

Country Club Bank first reported a position in IWF in Q2 2022 and has held it in 14 quarters since. The position peaked at $28.9M in Q4 2024. 2,352 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

Country Club Bank held 239,980 shares of iShares Russell 1000 Growth ETF worth $28M as of Q3 2025.
Country Club Bank sold 5,480 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $610K.
iShares Russell 1000 Growth ETF made up 1.66% of Country Club Bank's portfolio in Q3 2025, its #11 holding.
Country Club Bank first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 14 quarters since.
Country Club Bank's iShares Russell 1000 Growth ETF position peaked at $28.9M in Q4 2024.
2,352 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.