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Montecito Bank & Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Montecito Bank & 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 		$35.5M Sell
285,911
-8,093
-3% -$976K 5.31% 1
2026
Q1 		$31.3M Sell
294,004
-2,860
-1% -$325K 5.16% 1
2025
Q4 		$35.1M Sell
296,864
-2,328
-0.8% -$276K 5.6% 1
2025
Q3 		$35M Buy
+299,192
New +$33.3M 5.44% 2
2025
Q1 		$27.4M Sell
303,672
-4,512
-1% -$445K 4.85% 1
2024
Q4 		$30.9M Sell
308,184
-1,452
-0.5% -$143K 5.36% 1
2024
Q3 		$29.1M Sell
309,636
-5,728
-2% -$519K 4.95% 1
2024
Q2 		$28.7M Sell
315,364
-29,908
-9% -$2.55M 5.85% 1
2024
Q1 		$29.1M Sell
345,272
-12,200
-3% -$983K 5.82% 1
2023
Q4 		$27.1M Sell
357,472
-1,012
-0.3% -$71.6K 5.83% 1
2023
Q3 		$23.8M Buy
358,484
+768
+0.2% +$53K 5.59% 1
2023
Q2 		$24.6M Buy
357,716
+1,624
+0.5% +$103K 5.59% 1
2023
Q1 		$21.8M Sell
356,092
-8,656
-2% -$499K 5.19% 1
2022
Q4 		$19.5M Sell
364,748
-9,148
-2% -$503K 4.74% 1
2022
Q3 		$19.7M Sell
373,896
-27,360
-7% -$1.61M 5.12% 1
2022
Q2 		$21.9M Sell
401,256
-26,908
-6% -$1.62M 5.21% 1
2022
Q1 		$29.7M Sell
428,164
-9,600
-2% -$655K 5.56% 1
2021
Q4 		$33.4M Sell
437,764
-12,032
-3% -$892K 5.93% 1
2021
Q3 		$30.8M Sell
449,796
-25,524
-5% -$1.81M 5.99% 1
2021
Q2 		$32.3M Sell
475,320
-18,548
-4% -$1.2M 6.19% 1
2021
Q1 		$30M Sell
493,868
-62,064
-11% -$3.78M 6.22% 1
2020
Q4 		$33.5M Sell
555,932
-19,448
-3% -$1.11M 7.35% 1
2020
Q3 		$31.2M Sell
575,380
-18,884
-3% -$995K 7.94% 1
2020
Q2 		$28.5M Sell
594,264
-9,684
-2% -$427K 7.83% 1
2020
Q1 		$22.7M Sell
603,948
-8,808
-1% -$380K 7.45% 1
2019
Q4 		$26.9M Sell
612,756
-5,608
-0.9% -$234K 7.24% 1
2019
Q3 		$24.7M Sell
618,364
-32,968
-5% -$1.32M 7.33% 1
2019
Q2 		$25.6M Buy
651,332
+8,452
+1% +$327K 7.74% 1
2019
Q1 		$24.3M Sell
642,880
-6,768
-1% -$243K 7.43% 1
2018
Q4 		$21.3M Sell
649,648
-23,476
-3% -$828K 7.35% 1
2018
Q3 		$26.2M Sell
673,124
-50,280
-7% -$1.9M 7.83% 1
2018
Q2 		$26M Buy
723,404
+42,528
+6% +$1.5M 8.33% 1
2018
Q1 		$23.2M Buy
680,876
+17,036
+3% +$597K 7.59% 1
2017
Q4 		$22.4M Sell
663,840
-932
-0.1% -$30.5K 7.27% 1
2017
Q3 		$20.8M Sell
664,772
-31,376
-5% -$960K 7.2% 1
2017
Q2 		$20.7M Sell
696,148
-18,052
-3% -$530K 7.45% 1
2017
Q1 		$20.3M Sell
714,200
-34,192
-5% -$948K 7.42% 1
2016
Q4 		$19.6M Buy
748,392
+23,140
+3% +$601K 6.85% 2
2016
Q3 		$18.9M Buy
725,252
+10,704
+1% +$278K 7.76% 1
2016
Q2 		$17.9M Sell
714,548
-62,584
-8% -$1.56M 7.57% 1
2016
Q1 		$19.4M Sell
777,132
-129,668
-14% -$3.06M 8.71% 1
2015
Q4 		$22.6M Sell
906,800
-14,448
-2% -$360K 10.63% 1
2015
Q3 		$21.4M Buy
921,248
+155,672
+20% +$3.83M 11.82% 1
2015
Q2 		$18.9M Hold
765,576
– – 9.4% 1
2015
Q1 		$18.9M Sell
765,576
-7,388
-1% -$180K 9.4% 1
2014
Q4 		$18.5M Buy
772,964
+52,564
+7% +$1.23M 9.71% 1
2014
Q3 		$16.5M Sell
720,400
-10,152
-1% -$233K 10.01% 1
2014
Q2 		$16.6M Sell
730,552
-25,684
-3% -$564K 10.03% 1
2014
Q1 		$16.4M Sell
756,236
-1,048
-0.1% -$22.5K 10.3% 1
2013
Q4 		$16.3M Sell
757,284
-23,300
-3% -$478K 10.15% 1
2013
Q3 		$15.3M Buy
780,584
+16,536
+2% +$317K 10.18% 1
2013
Q2 		$13.9M Buy
+764,048
New +$14M 9.36% 2

Other funds holding IWF

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Montecito Bank & Trust's IWF Position: Q2 2026 in Review

Montecito Bank & Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.8% in Q2 2026, selling an estimated $976K and leaving 285,911 shares worth $35.5M. The position accounts for 5.31% of the portfolio, ranked #1.

Montecito Bank & Trust first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. 538 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Montecito Bank & Trust held 285,911 shares of iShares Russell 1000 Growth ETF worth $35.5M as of Q2 2026.
  • Montecito Bank & Trust sold 8,093 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $976K.
  • iShares Russell 1000 Growth ETF made up 5.31% of Montecito Bank & Trust's portfolio in Q2 2026, its #1 holding.
  • Montecito Bank & Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • 538 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.