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

Rockland 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	$2.23M	Sell	17,920 -1,792	-9%	-$216K	0.09%	106
2026 Q1	$2.1M	Sell	19,712 -2,296	-10%	-$261K	0.08%	106
2025 Q4	$2.6M	Sell	22,008 -1,548	-7%	-$183K	0.1%	103
2025 Q3	$2.76M	Buy	23,556 +17,316	+278%	+$1.93M	0.11%	102
2025 Q2	$662K	Hold	6,240	–	–	0.03%	162
2025 Q1	$563K	Sell	6,240 -1,000	-14%	-$98.7K	0.03%	172
2024 Q4	$727K	Hold	7,240	–	–	0.04%	163
2024 Q3	$679K	Hold	7,240	–	–	0.03%	165
2024 Q2	$660K	Sell	7,240 -296	-4%	-$25.3K	0.03%	177
2024 Q1	$635K	Sell	7,536 -1,500	-17%	-$121K	0.03%	179
2023 Q4	$685K	Hold	9,036	–	–	0.04%	177
2023 Q3	$601K	Sell	9,036 -60	-0.7%	-$4.14K	0.04%	178
2023 Q2	$626K	Buy	9,096 +60	+0.7%	+$3.81K	0.04%	181
2023 Q1	$552K	Buy	9,036 +2,280	+34%	+$131K	0.03%	195
2022 Q4	$362K	Hold	6,756	–	–	0.02%	220
2022 Q3	$355K	Hold	6,756	–	–	0.03%	207
2022 Q2	$369K	Hold	6,756	–	–	0.03%	215
2022 Q1	$469K	Hold	6,756	–	–	0.03%	217
2021 Q4	$516K	Sell	6,756 -3,160	-32%	-$234K	0.03%	207
2021 Q3	$679K	Buy	9,916 +412	+4%	+$29.1K	0.05%	176
2021 Q2	$645K	Hold	9,504	–	–	0.04%	178
2021 Q1	$577K	Hold	9,504	–	–	0.04%	185
2020 Q4	$573K	Sell	9,504 -556	-6%	-$31.6K	0.04%	179
2020 Q3	$545K	Sell	10,060 -444	-4%	-$23.4K	0.05%	174
2020 Q2	$504K	Hold	10,504	–	–	0.05%	176
2020 Q1	$396K	Sell	10,504 -58,992	-85%	-$2.54M	0.04%	186
2019 Q4	$3.06M	Buy	69,496 +2,260	+3%	+$94.4K	0.25%	75
2019 Q3	$2.64M	Buy	67,236 +59,236	+740%	+$2.37M	0.24%	77
2019 Q2	$315K	Hold	8,000	–	–	0.03%	200
2019 Q1	$303K	Hold	8,000	–	–	0.03%	194
2018 Q4	$262K	Hold	8,000	–	–	0.03%	197
2018 Q3	$312K	Hold	8,000	–	–	0.04%	179
2018 Q2	$288K	Hold	8,000	–	–	0.04%	169
2018 Q1	$272K	Sell	8,000 -1,276	-14%	-$44.7K	0.04%	178
2017 Q4	$312K	Sell	9,276 -600	-6%	-$19.7K	0.04%	158
2017 Q3	$309K	Hold	9,876	–	–	0.05%	135
2017 Q2	$294K	Buy	9,876 +876	+10%	+$25.7K	0.05%	139
2017 Q1	$256K	Sell	9,000 -200	-2%	-$5.55K	0.04%	139
2016 Q4	$241K	Sell	9,200 -1,220	-12%	-$31.7K	0.04%	150
2016 Q3	$271K	Buy	10,420 +560	+6%	+$14.6K	0.05%	135
2016 Q2	$247K	Sell	9,860 -200	-2%	-$4.99K	0.04%	139
2016 Q1	$251K	Hold	10,060	–	–	0.05%	142
2015 Q4	$250K	Sell	10,060 -140	-1%	-$3.49K	0.04%	145
2015 Q3	$237K	Buy	10,200 +4	+0%	+$98	0.05%	135
2015 Q2	$252K	Hold	10,196	–	–	0.05%	127
2015 Q1	$252K	Hold	10,196	–	–	0.05%	123
2014 Q4	$244K	Hold	10,196	–	–	0.05%	127
2014 Q3	$234K	Buy	+10,196	New	+$234K	0.05%	114

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Rockland Trust's IWF Position: Q2 2026 in Review

Rockland Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.1% in Q2 2026, selling an estimated $216K and leaving 17,920 shares worth $2.23M. The position accounts for 0.09% of the portfolio, ranked #106.

Rockland Trust first reported a position in IWF in Q3 2014 and has held it in 48 quarters since. The position peaked at $3.06M in Q4 2019. 1,377 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Rockland Trust held 17,920 shares of iShares Russell 1000 Growth ETF worth $2.23M as of Q2 2026.
Rockland Trust sold 1,792 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $216K.
iShares Russell 1000 Growth ETF made up 0.09% of Rockland Trust's portfolio in Q2 2026, its #106 holding.
Rockland Trust first reported a position in iShares Russell 1000 Growth ETF in Q3 2014 and has held it in 48 quarters since.
Rockland Trust's iShares Russell 1000 Growth ETF position peaked at $3.06M in Q4 2019.
1,377 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.