First American Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

First American 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
2026 Q2	$1.24M	Buy	9,953 +1,617	+19%	+$195K	0.07%	157
2026 Q1	$889K	Buy	8,336 +1,348	+19%	+$153K	0.06%	164
2025 Q4	$827K	Buy	6,988 +400	+6%	+$47.4K	0.06%	159
2025 Q3	$772K	Buy	6,588 +1,288	+24%	+$143K	0.06%	150
2025 Q2	$563K	Hold	5,300	–	–	0.04%	164
2025 Q1	$478K	Sell	5,300 -252	-5%	-$24.9K	0.04%	159
2024 Q4	$557K	Sell	5,552 -176	-3%	-$17.3K	0.06%	148
2024 Q3	$538K	Buy	5,728 +52	+0.9%	+$4.71K	0.05%	147
2024 Q2	$517K	Buy	5,676 +176	+3%	+$15K	0.05%	142
2024 Q1	$463K	Buy	5,500 +296	+6%	+$23.8K	0.05%	145
2023 Q4	$394K	Hold	5,204	–	–	0.05%	135
2023 Q3	$346K	Sell	5,204 -8	-0.2%	-$552	0.05%	119
2023 Q2	$358K	Buy	5,212 +8	+0.2%	+$509	0.05%	120
2023 Q1	$318K	Sell	5,204 -260	-5%	-$15K	0.05%	124
2022 Q4	$293K	Hold	5,464	–	–	0.05%	127
2022 Q3	$287K	Sell	5,464 -548	-9%	-$32.2K	0.05%	124
2022 Q2	$329K	Sell	6,012 -264	-4%	-$15.8K	0.05%	132
2022 Q1	$436K	Buy	6,276 +3,456	+123%	+$236K	0.06%	115
2021 Q4	$215K	Buy	+2,820	New	+$209K	0.03%	153
2021 Q2	–	Sell	-4,844	Closed	-$294K	–	157
2021 Q1	$294K	Sell	4,844 -7,416	-60%	-$451K	0.05%	133
2020 Q4	$739K	Buy	12,260 +7,448	+155%	+$424K	0.12%	90
2020 Q3	$261K	Sell	4,812 -480	-9%	-$25.3K	0.05%	120
2020 Q2	$254K	Buy	+5,292	New	+$233K	0.05%	110
2020 Q1	–	Sell	-4,720	Closed	-$208K	–	126
2019 Q4	$208K	Buy	+4,720	New	+$197K	0.04%	137

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

First American Trust's IWF Position: Q2 2026 in Review

First American Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q2 2026, buying an estimated $195K and bringing the position to 9,953 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #157.

First American Trust first reported a position in IWF in Q4 2019 and has held it in 24 quarters since. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

First American Trust held 9,953 shares of iShares Russell 1000 Growth ETF worth $1.24M as of Q2 2026.
First American Trust bought 1,617 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $195K.
iShares Russell 1000 Growth ETF made up 0.07% of First American Trust's portfolio in Q2 2026, its #157 holding.
First American Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 24 quarters since.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.