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Missouri Trust & Investment Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Missouri Trust & Investment Company’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
Q1 		$198K Sell
1,860
-100
-5% -$11.3K 0.06% 140
2025
Q4 		$232K Hold
1,960
– – 0.07% 127
2025
Q3 		$230K Hold
1,960
– – 0.07% 131
2025
Q2 		$208K Hold
1,960
– – 0.07% 128
2025
Q1 		$177K Sell
1,960
-320
-14% -$31.6K 0.06% 130
2024
Q4 		$229K Buy
2,280
+680
+43% +$66.9K 0.08% 122
2024
Q3 		$150K Hold
1,600
– – 0.05% 141
2024
Q2 		$146K Sell
1,600
-1,200
-43% -$102K 0.05% 135
2024
Q1 		$236K Sell
2,800
-400
-13% -$32.2K 0.09% 117
2023
Q4 		$243K Hold
3,200
– – 0.1% 114
2023
Q3 		$213K Sell
3,200
-400
-11% -$27.6K 0.1% 115
2023
Q2 		$248K Hold
3,600
– – 0.14% 111
2023
Q1 		$220K Hold
3,600
– – 0.14% 107
2022
Q4 		$193K Buy
3,600
+1,600
+80% +$88K 0.12% 109
2022
Q3 		$105K Sell
2,000
-2,112
-51% -$124K 0.07% 128
2022
Q2 		$225K Sell
4,112
-400
-9% -$24K 0.15% 96
2022
Q1 		$313K Hold
4,512
– – 0.18% 91
2021
Q4 		$345K Buy
+4,512
New +$334K 0.2% 86

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Missouri Trust & Investment Company's IWF Position: Q1 2026 in Review

Missouri Trust & Investment Company reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.1% in Q1 2026, selling an estimated $11.3K and leaving 1,860 shares worth $198K. The position accounts for 0.06% of the portfolio, ranked #140.

Missouri Trust & Investment Company first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $345K in Q4 2021. 2,441 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Missouri Trust & Investment Company held 1,860 shares of iShares Russell 1000 Growth ETF worth $198K as of Q1 2026.
  • Missouri Trust & Investment Company sold 100 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $11.3K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #140 holding.
  • Missouri Trust & Investment Company first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Missouri Trust & Investment Company's iShares Russell 1000 Growth ETF position peaked at $345K in Q4 2021.
  • 2,441 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.