HM Payson & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $375K | Hold |
3,020
| – | – | 0.01% | 337 |
|
|
2026
Q1 | $322K | Sell |
3,020
-52
| -2% | -$5.9K | ﹤0.01% | 362 |
|
|
2025
Q4 | $363K | Buy |
3,072
+244
| +9% | +$28.9K | 0.01% | 333 |
|
|
2025
Q3 | $331K | Sell |
2,828
-608
| -18% | -$67.7K | ﹤0.01% | 353 |
|
|
2025
Q2 | $365K | Buy |
3,436
+608
| +21% | +$58.1K | 0.01% | 327 |
|
|
2025
Q1 | $255K | Buy |
2,828
+248
| +10% | +$24.5K | ﹤0.01% | 375 |
|
|
2024
Q4 | $259K | Hold |
2,580
| – | – | ﹤0.01% | 370 |
|
|
2024
Q3 | $242K | Hold |
2,580
| – | – | ﹤0.01% | 380 |
|
|
2024
Q2 | $235K | Sell |
2,580
-112
| -4% | -$9.56K | ﹤0.01% | 366 |
|
|
2024
Q1 | $227K | Sell |
2,692
-808
| -23% | -$65.1K | ﹤0.01% | 376 |
|
|
2023
Q4 | $265K | Sell |
3,500
-4
| -0.1% | -$283 | 0.01% | 342 |
|
|
2023
Q3 | $233K | Hold |
3,504
| – | – | 0.01% | 353 |
|
|
2023
Q2 | $241K | Hold |
3,504
| – | – | 0.01% | 345 |
|
|
2023
Q1 | $214K | Sell |
3,504
-1,856
| -35% | -$107K | 0.01% | 357 |
|
|
2022
Q4 | $287K | Buy |
5,360
+1,316
| +33% | +$72.4K | 0.01% | 316 |
|
|
2022
Q3 | $213K | Hold |
4,044
| – | – | 0.01% | 355 |
|
|
2022
Q2 | $221K | Buy |
4,044
+2,884
| +249% | +$173K | 0.01% | 358 |
|
|
2022
Q1 | $81K | Hold |
1,160
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $89K | Hold |
1,160
| – | – | ﹤0.01% | 516 |
|
|
2021
Q3 | $79K | Hold |
1,160
| – | – | ﹤0.01% | 522 |
|
|
2021
Q2 | $79K | Hold |
1,160
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $70K | Hold |
1,160
| – | – | ﹤0.01% | 543 |
|
|
2020
Q4 | $70K | Hold |
1,160
| – | – | ﹤0.01% | 542 |
|
|
2020
Q3 | $63K | Hold |
1,160
| – | – | ﹤0.01% | 522 |
|
|
2020
Q2 | $56K | Hold |
1,160
| – | – | ﹤0.01% | 504 |
|
|
2020
Q1 | $44K | Hold |
1,160
| – | – | ﹤0.01% | 519 |
|
|
2019
Q4 | $51K | Hold |
1,160
| – | – | ﹤0.01% | 588 |
|
|
2019
Q3 | $46K | Hold |
1,160
| – | – | ﹤0.01% | 607 |
|
|
2019
Q2 | $46K | Buy |
+1,160
| New | +$44.9K | ﹤0.01% | 615 |
|
|
2017
Q3 | – | Sell |
-12,076
| Closed | -$359K | – | 338 |
|
|
2017
Q2 | $359K | Hold |
12,076
| – | – | 0.02% | 258 |
|
|
2017
Q1 | $344K | Hold |
12,076
| – | – | 0.02% | 258 |
|
|
2016
Q4 | $317K | Sell |
12,076
-964
| -7% | -$25K | 0.02% | 260 |
|
|
2016
Q3 | $340K | Buy |
+13,040
| New | +$339K | 0.02% | 244 |
|
Other funds holding IWF
HM Payson & Co's IWF Position: Q2 2026 in Review
HM Payson & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,020 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #337.
HM Payson & Co first reported a position in IWF in Q3 2016 and has held it in 33 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- HM Payson & Co held 3,020 shares of iShares Russell 1000 Growth ETF worth $375K as of Q2 2026.
- HM Payson & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
- iShares Russell 1000 Growth ETF made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #337 holding.
- HM Payson & Co first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 33 quarters since.
- 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.