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

FineMark National 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 Q4	$7.42M	Buy	62,736 +60	+0.1%	+$7.11K	0.23%	100
2025 Q3	$7.34M	Sell	62,676 -1,232	-2%	-$137K	0.24%	97
2025 Q2	$6.78M	Sell	63,908 -564	-0.9%	-$53.9K	0.23%	99
2025 Q1	$5.82M	Sell	64,472 -716	-1%	-$70.6K	0.21%	107
2024 Q4	$6.54M	Sell	65,188 -316	-0.5%	-$31.1K	0.23%	95
2024 Q3	$6.15M	Sell	65,504 -3,584	-5%	-$325K	0.21%	101
2024 Q2	$6.3M	Buy	69,088 +16	+0%	+$1.37K	0.23%	99
2024 Q1	$5.82M	Sell	69,072 -17,660	-20%	-$1.42M	0.22%	101
2023 Q4	$6.57M	Buy	86,732 +2,040	+2%	+$144K	0.27%	88
2023 Q3	$5.63M	Sell	84,692 -5,732	-6%	-$396K	0.25%	95
2023 Q2	$6.22M	Sell	90,424 -4,400	-5%	-$280K	0.26%	94
2023 Q1	$5.79M	Buy	94,824 +4,656	+5%	+$268K	0.25%	91
2022 Q4	$4.83M	Buy	90,168 +44,996	+100%	+$2.48M	0.22%	101
2022 Q3	$2.38M	Buy	45,172 +6,600	+17%	+$388K	0.11%	137
2022 Q2	$2.11M	Sell	38,572 -1,528	-4%	-$91.7K	0.09%	145
2022 Q1	$2.78M	Sell	40,100 -2,868	-7%	-$196K	0.11%	138
2021 Q4	$3.28M	Buy	42,968 +588	+1%	+$43.6K	0.12%	128
2021 Q3	$2.9M	Sell	42,380 -4,364	-9%	-$309K	0.12%	129
2021 Q2	$3.17M	Buy	46,744 +376	+0.8%	+$24.2K	0.13%	125
2021 Q1	$2.82M	Buy	46,368 +1,936	+4%	+$118K	0.12%	127
2020 Q4	$2.68M	Sell	44,432 -400	-0.9%	-$22.8K	0.12%	123
2020 Q3	$2.43M	Sell	44,832 -472	-1%	-$24.9K	0.12%	118
2020 Q2	$2.17M	Hold	45,304	–	–	0.12%	116
2020 Q1	$1.71M	Sell	45,304 -4,100	-8%	-$177K	0.11%	123
2019 Q4	$2.17M	Buy	49,404 +216	+0.4%	+$9.02K	0.11%	117
2019 Q3	$1.96M	Sell	49,188 -21,928	-31%	-$879K	0.1%	126
2019 Q2	$2.8M	Buy	71,116 +6,072	+9%	+$235K	0.16%	106
2019 Q1	$2.46M	Sell	65,044 -1,980	-3%	-$71.1K	0.14%	107
2018 Q4	$2.19M	Buy	67,024 +424	+0.6%	+$14.9K	0.15%	107
2018 Q3	$2.6M	Sell	66,600 -5,904	-8%	-$224K	0.16%	103
2018 Q2	$2.61M	Buy	72,504 +2,508	+4%	+$88.5K	0.16%	110
2018 Q1	$2.38M	Sell	69,996 -2,420	-3%	-$84.8K	0.15%	108
2017 Q4	$2.44M	Buy	72,416 +19,248	+36%	+$631K	0.15%	108
2017 Q3	$1.66M	Sell	53,168 -644	-1%	-$19.7K	0.11%	129
2017 Q2	$1.6M	Buy	53,812 +904	+2%	+$26.5K	0.11%	126
2017 Q1	$1.5M	Buy	52,908 +7,524	+17%	+$209K	0.11%	132
2016 Q4	$1.19M	Hold	45,384	–	–	0.1%	142
2016 Q3	$1.18M	Buy	45,384 +4	+0%	+$104	0.13%	139
2016 Q2	$1.14M	Sell	45,380 -6,588	-13%	-$164K	0.13%	139
2016 Q1	$1.3M	Buy	51,968 +7,280	+16%	+$172K	0.15%	125
2015 Q4	$1.11M	Sell	44,688 -2,736	-6%	-$68.3K	0.13%	141
2015 Q3	$1.1M	Sell	47,424 -1,760	-4%	-$43.3K	0.15%	139
2015 Q2	$1.22M	Sell	49,184 -2,048	-4%	-$51.5K	0.16%	137
2015 Q1	$1.27M	Buy	51,232 +4,008	+8%	+$97.9K	0.17%	137
2014 Q4	$1.13M	Buy	47,224 +3,632	+8%	+$85K	0.17%	134
2014 Q3	$999K	Buy	43,592 +1,052	+2%	+$24.1K	0.16%	137
2014 Q2	$967K	Sell	42,540 -48	-0.1%	-$1.05K	0.16%	136
2014 Q1	$921K	Buy	42,588 +716	+2%	+$15.4K	0.17%	135
2013 Q4	$900K	Buy	41,872 +1,244	+3%	+$25.5K	0.19%	134
2013 Q3	$794K	Sell	40,628 -996	-2%	-$19.1K	0.2%	121
2013 Q2	$757K	Buy	+41,624	New	+$762K	0.23%	96

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FineMark National Bank & Trust's IWF Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.1% in Q4 2025, buying an estimated $7.11K and bringing the position to 62,736 shares worth $7.42M. The position accounts for 0.23% of the portfolio, ranked #100.

FineMark National Bank & Trust first reported a position in IWF in Q2 2013 and has held it in 51 quarters since. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

FineMark National Bank & Trust held 62,736 shares of iShares Russell 1000 Growth ETF worth $7.42M as of Q4 2025.
FineMark National Bank & Trust bought 60 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $7.11K.
iShares Russell 1000 Growth ETF made up 0.23% of FineMark National Bank & Trust's portfolio in Q4 2025, its #100 holding.
FineMark National Bank & Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.