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

Members 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	$449K	Sell	3,616 -40	-1%	-$4.82K	0.01%	99
2026 Q1	$390K	Hold	3,656	–	–	0.01%	100
2025 Q4	$433K	Buy	3,656 +216	+6%	+$25.6K	0.01%	96
2025 Q3	$403K	Hold	3,440	–	–	0.01%	98
2025 Q2	$365K	Buy	3,440 +756	+28%	+$72.3K	0.01%	99
2025 Q1	$242K	Buy	+2,684	New	+$265K	0.01%	111

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

Members Trust's IWF Position: Q2 2026 in Review

Members Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q2 2026, selling an estimated $4.82K and leaving 3,616 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #99.

Members Trust first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. 1,305 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Members Trust held 3,616 shares of iShares Russell 1000 Growth ETF worth $449K as of Q2 2026.
Members Trust sold 40 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.82K.
iShares Russell 1000 Growth ETF made up 0.01% of Members Trust's portfolio in Q2 2026, its #99 holding.
Members Trust first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,305 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Members Trust's 13F filing for Q2 2026, filed 31 Jul 2026.