Old Point Trust & Financial Services N A’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Old Point Trust & Financial Services N A’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	$972K	Buy	7,825 +165	+2%	+$19.9K	0.29%	74
2026 Q1	$817K	Hold	7,660	–	–	0.26%	78
2025 Q4	$906K	Sell	7,660 -1,028	-12%	-$122K	0.28%	73
2025 Q3	$1.02M	Buy	8,688 +240	+3%	+$26.7K	0.33%	67
2025 Q2	$897K	Hold	8,448	–	–	0.31%	65
2025 Q1	$763K	Buy	8,448 +2,040	+32%	+$201K	0.27%	74
2024 Q4	$643K	Buy	+6,408	New	+$630K	0.23%	78

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Old Point Trust & Financial Services N A's IWF Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q2 2026, buying an estimated $19.9K and bringing the position to 7,825 shares worth $972K. The position accounts for 0.29% of the portfolio, ranked #74.

Old Point Trust & Financial Services N A first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Old Point Trust & Financial Services N A held 7,825 shares of iShares Russell 1000 Growth ETF worth $972K as of Q2 2026.
Old Point Trust & Financial Services N A bought 165 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $19.9K.
iShares Russell 1000 Growth ETF made up 0.29% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #74 holding.
Old Point Trust & Financial Services N A first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Old Point Trust & Financial Services N A's iShares Russell 1000 Growth ETF position peaked at $1.02M in Q3 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.