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

First Western Trust 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	$6.75M	Sell	54,374 -1,218	-2%	-$147K	0.33%	22
2026 Q1	$5.93M	Sell	55,592 -864	-2%	-$98.1K	0.3%	27
2025 Q4	$6.68M	Sell	56,456 -3,856	-6%	-$457K	0.33%	22
2025 Q3	$7.06M	Sell	60,312 -3,960	-6%	-$441K	0.32%	24
2025 Q2	$6.82M	Sell	64,272 -4,680	-7%	-$447K	0.31%	24
2025 Q1	$6.22M	Sell	68,952 -2,724	-4%	-$269K	0.3%	23
2024 Q4	$7.2M	Sell	71,676 -1,020	-1%	-$100K	0.33%	21
2024 Q3	$6.82M	Sell	72,696 -2,596	-3%	-$235K	0.31%	27
2024 Q2	$6.86M	Sell	75,292 -1,188	-2%	-$101K	0.33%	25
2024 Q1	$6.44M	Sell	76,480 -1,356	-2%	-$109K	0.29%	32
2023 Q4	$5.9M	Sell	77,836 -2,396	-3%	-$169K	0.29%	37
2023 Q3	$5.34M	Sell	80,232 -4,256	-5%	-$294K	0.29%	35
2023 Q2	$5.81M	Sell	84,488 -2,824	-3%	-$180K	0.28%	37
2023 Q1	$5.33M	Sell	87,312 -4,420	-5%	-$255K	0.28%	40
2022 Q4	$4.91M	Sell	91,732 -8,536	-9%	-$470K	0.28%	37
2022 Q3	$5.27M	Sell	100,268 -3,156	-3%	-$186K	0.35%	34
2022 Q2	$5.73M	Sell	103,424 -23,932	-19%	-$1.44M	0.38%	35
2022 Q1	$8.97M	Buy	+127,356	New	+$8.69M	0.46%	26

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 Western Trust Bank's IWF Position: Q2 2026 in Review

First Western Trust Bank reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q2 2026, selling an estimated $147K and leaving 54,374 shares worth $6.75M. The position accounts for 0.33% of the portfolio, ranked #22.

First Western Trust Bank first reported a position in IWF in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.97M in Q1 2022. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

First Western Trust Bank held 54,374 shares of iShares Russell 1000 Growth ETF worth $6.75M as of Q2 2026.
First Western Trust Bank sold 1,218 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $147K.
iShares Russell 1000 Growth ETF made up 0.33% of First Western Trust Bank's portfolio in Q2 2026, its #22 holding.
First Western Trust Bank first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's iShares Russell 1000 Growth ETF position peaked at $8.97M in Q1 2022.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.