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Enterprise Bank & Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Enterprise Bank & 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
2025
Q2 		$869K Hold
8,188
– – 0.33% 62
2025
Q1 		$739K Sell
8,188
-388
-5% -$38.3K 0.29% 67
2024
Q4 		$861K Hold
8,576
– – 0.28% 62
2024
Q3 		$805K Sell
8,576
-80
-0.9% -$7.25K 0.26% 63
2024
Q2 		$789K Hold
8,656
– – 0.27% 61
2024
Q1 		$729K Sell
8,656
-84
-1% -$6.77K 0.25% 66
2023
Q4 		$662K Sell
8,740
-180
-2% -$12.7K 0.24% 66
2023
Q3 		$593K Sell
8,920
-60
-0.7% -$4.14K 0.24% 63
2023
Q2 		$618K Sell
8,980
-3,288
-27% -$209K 0.24% 69
2023
Q1 		$749K Hold
12,268
– – 0.32% 63
2022
Q4 		$657K Sell
12,268
-928
-7% -$51K 0.31% 68
2022
Q3 		$694K Sell
13,196
-1,344
-9% -$79K 0.36% 62
2022
Q2 		$795K Sell
14,540
-1,040
-7% -$62.4K 0.36% 64
2022
Q1 		$1.08M Hold
15,580
– – 0.42% 57
2021
Q4 		$1.19M Sell
15,580
-1,100
-7% -$81.5K 0.42% 57
2021
Q3 		$1.14M Buy
16,680
+876
+6% +$62K 0.45% 55
2021
Q2 		$1.07M Hold
15,804
– – 0.42% 58
2021
Q1 		$960K Sell
15,804
-3,140
-17% -$191K 0.4% 56
2020
Q4 		$1.14M Hold
18,944
– – 0.49% 52
2020
Q3 		$1.03M Hold
18,944
– – 0.48% 53
2020
Q2 		$909K Sell
18,944
-136
-0.7% -$5.99K 0.45% 55
2020
Q1 		$719K Buy
19,080
+428
+2% +$18.4K 0.42% 57
2019
Q4 		$820K Buy
18,652
+128
+0.7% +$5.34K 0.37% 59
2019
Q3 		$739K Hold
18,524
– – 0.36% 60
2019
Q2 		$729K Buy
18,524
+2,048
+12% +$79.3K 0.38% 60
2019
Q1 		$623K Buy
+16,476
New +$592K 0.26% 72

Other funds holding IWF

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

Enterprise Bank & Trust's IWF Position: Q2 2025 in Review

Enterprise Bank & Trust held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2025 at 8,188 shares worth $869K. The position accounts for 0.33% of the portfolio, ranked #62.

Enterprise Bank & Trust first reported a position in IWF in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.19M in Q4 2021. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

  • Enterprise Bank & Trust held 8,188 shares of iShares Russell 1000 Growth ETF worth $869K as of Q2 2025.
  • Enterprise Bank & Trust left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2025.
  • iShares Russell 1000 Growth ETF made up 0.33% of Enterprise Bank & Trust's portfolio in Q2 2025, its #62 holding.
  • Enterprise Bank & Trust first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and has held it in 26 quarters since.
  • Enterprise Bank & Trust's iShares Russell 1000 Growth ETF position peaked at $1.19M in Q4 2021.
  • 2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.