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IWF icon

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

Sabal 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
2025
Q1 		$2.62M Sell
29,068
-1,012
-3% -$99.8K 0.15% 92
2024
Q4 		$3.02M Sell
30,080
-200
-0.7% -$19.7K 0.17% 86
2024
Q3 		$2.84M Sell
30,280
-432
-1% -$39.2K 0.15% 85
2024
Q2 		$2.8M Buy
30,712
+200
+0.7% +$17.1K 0.17% 76
2024
Q1 		$2.57M Buy
30,512
+3,608
+13% +$291K 0.15% 78
2023
Q4 		$2.04M Buy
26,904
+392
+1% +$27.7K 0.13% 80
2023
Q3 		$1.76M Buy
26,512
+9,540
+56% +$659K 0.12% 80
2023
Q2 		$1.17M Buy
16,972
+800
+5% +$50.9K 0.07% 100
2023
Q1 		$988K Buy
16,172
+3,556
+28% +$205K 0.07% 76
2022
Q4 		$676K Sell
12,616
-2,000
-14% -$110K 0.05% 86
2022
Q3 		$769K Sell
14,616
-1,308
-8% -$76.9K 0.06% 79
2022
Q2 		$871K Buy
15,924
+2,064
+15% +$124K 0.06% 75
2022
Q1 		$962K Buy
13,860
+1,520
+12% +$104K 0.07% 75
2021
Q4 		$943K Sell
12,340
-5,000
-29% -$371K 0.06% 81
2021
Q3 		$1.19M Buy
17,340
+460
+3% +$32.5K 0.09% 71
2021
Q2 		$1.15M Buy
16,880
+1,600
+10% +$103K 0.08% 70
2021
Q1 		$928K Buy
15,280
+1,120
+8% +$68.2K 0.07% 78
2020
Q4 		$854K Hold
14,160
– – 0.07% 75
2020
Q3 		$768K Hold
14,160
– – 0.07% 77
2020
Q2 		$680K Hold
14,160
– – 0.06% 78
2020
Q1 		$533K Hold
14,160
– – 0.06% 82
2019
Q4 		$623K Hold
14,160
– – 0.05% 92
2019
Q3 		$565K Buy
14,160
+4,880
+53% +$196K 0.05% 91
2019
Q2 		$365K Buy
+9,280
New +$359K 0.03% 96

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sabal Trust's IWF Position: Q1 2025 in Review

Sabal Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.4% in Q1 2025, selling an estimated $99.8K and leaving 29,068 shares worth $2.62M. The position accounts for 0.15% of the portfolio, ranked #92.

Sabal Trust first reported a position in IWF in Q2 2019 and has held it in 24 quarters since. The position peaked at $3.02M in Q4 2024. 2,213 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Sabal Trust held 29,068 shares of iShares Russell 1000 Growth ETF worth $2.62M as of Q1 2025.
  • Sabal Trust sold 1,012 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $99.8K.
  • iShares Russell 1000 Growth ETF made up 0.15% of Sabal Trust's portfolio in Q1 2025, its #92 holding.
  • Sabal Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 24 quarters since.
  • Sabal Trust's iShares Russell 1000 Growth ETF position peaked at $3.02M in Q4 2024.
  • 2,213 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.