Ledyard National Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ledyard National 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	$1.44M	Hold	11,608	–	–	0.12%	111
2026 Q1	$1.24M	Buy	11,608 +2,076	+22%	+$236K	0.11%	110
2025 Q4	$1.13M	Sell	9,532 -68	-0.7%	-$8.05K	0.1%	110
2025 Q3	$1.12M	Buy	9,600 +732	+8%	+$81.5K	0.1%	108
2025 Q2	$941K	Sell	8,868 -156	-2%	-$14.9K	0.09%	116
2025 Q1	$815K	Sell	9,024 -184	-2%	-$18.2K	0.08%	119
2024 Q4	$924K	Buy	9,208 +184	+2%	+$18.1K	0.09%	112
2024 Q3	$847K	Hold	9,024	–	–	0.08%	120
2024 Q2	$822K	Buy	9,024 +1,060	+13%	+$90.5K	0.08%	115
2024 Q1	$671K	Buy	7,964 +2,260	+40%	+$182K	0.06%	122
2023 Q4	$432K	Sell	5,704 -520	-8%	-$36.8K	0.04%	151
2023 Q3	$414K	Sell	6,224 -332	-5%	-$22.9K	0.05%	146
2023 Q2	$451K	Sell	6,556 -836	-11%	-$53.2K	0.05%	148
2023 Q1	$452K	Buy	7,392 +1,764	+31%	+$102K	0.05%	146
2022 Q4	$301K	Sell	5,628 -592	-10%	-$32.6K	0.04%	169
2022 Q3	$327K	Sell	6,220 -32	-0.5%	-$1.88K	0.04%	162
2022 Q2	$342K	Hold	6,252	–	–	0.04%	169
2022 Q1	$434K	Sell	6,252 -596	-9%	-$40.7K	0.04%	162
2021 Q4	$523K	Hold	6,848	–	–	0.05%	155
2021 Q3	$469K	Sell	6,848 -52	-0.8%	-$3.68K	0.05%	160
2021 Q2	$468K	Buy	6,900 +252	+4%	+$16.2K	0.05%	166
2021 Q1	$404K	Sell	6,648 -536	-7%	-$32.6K	0.04%	174
2020 Q4	$433K	Hold	7,184	–	–	0.05%	158
2020 Q3	$390K	Sell	7,184 -180	-2%	-$9.48K	0.05%	165
2020 Q2	$353K	Buy	7,364 +1,488	+25%	+$65.6K	0.05%	169
2020 Q1	$221K	Sell	5,876 -20	-0.3%	-$862	0.03%	217
2019 Q4	$259K	Sell	5,896 -1,996	-25%	-$83.3K	0.03%	239
2019 Q3	$315K	Hold	7,892	–	–	0.04%	218
2019 Q2	$310K	Hold	7,892	–	–	0.04%	224
2019 Q1	$299K	Hold	7,892	–	–	0.04%	231
2018 Q4	$258K	Hold	7,892	–	–	0.03%	240
2018 Q3	$308K	Buy	7,892 +796	+11%	+$30.1K	0.04%	247
2018 Q2	$255K	Hold	7,096	–	–	0.03%	263
2018 Q1	$241K	Hold	7,096	–	–	0.03%	276
2017 Q4	$239K	Hold	7,096	–	–	0.03%	281
2017 Q3	$222K	Hold	7,096	–	–	0.03%	280
2017 Q2	$211K	Hold	7,096	–	–	0.03%	264
2017 Q1	$202K	Hold	7,096	–	–	0.03%	259
2016 Q4	$186K	Hold	7,096	–	–	0.03%	202
2016 Q3	$185K	Hold	7,096	–	–	0.03%	202
2016 Q2	$178K	Hold	7,096	–	–	0.03%	199
2016 Q1	$177K	Hold	7,096	–	–	0.03%	196
2015 Q4	$176K	Hold	7,096	–	–	0.03%	198
2015 Q3	$165K	Hold	7,096	–	–	0.03%	191
2015 Q2	$176K	Hold	7,096	–	–	0.03%	183
2015 Q1	$175K	Hold	7,096	–	–	0.03%	185
2014 Q4	$170K	Hold	7,096	–	–	0.03%	184
2014 Q3	$163K	Hold	7,096	–	–	0.03%	172
2014 Q2	$161K	Hold	7,096	–	–	0.03%	175
2014 Q1	$154K	Buy	7,096 +436	+7%	+$9.36K	0.03%	171
2013 Q4	$143K	Buy	+6,660	New	+$137K	0.02%	173

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Ledyard National Bank's IWF Position: Q2 2026 in Review

Ledyard National Bank held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 11,608 shares worth $1.44M. The position accounts for 0.12% of the portfolio, ranked #111.

Ledyard National Bank first reported a position in IWF in Q4 2013 and has held it in 51 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Ledyard National Bank held 11,608 shares of iShares Russell 1000 Growth ETF worth $1.44M as of Q2 2026.
Ledyard National Bank left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.12% of Ledyard National Bank's portfolio in Q2 2026, its #111 holding.
Ledyard National Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 51 quarters since.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.