Sanibel Captiva Trust Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sanibel Captiva Trust 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	$2.13M	Buy	20,028 +188	+0.9%	+$21.3K	0.06%	181
2025 Q4	$2.35M	Sell	19,840 -500	-2%	-$59.2K	0.06%	170
2025 Q3	$2.38M	Buy	20,340 +224	+1%	+$24.9K	0.07%	166
2025 Q2	$2.14M	Buy	20,116 +4,208	+26%	+$402K	0.07%	169
2025 Q1	$1.44M	Sell	15,908 -72	-0.5%	-$7.1K	0.05%	192
2024 Q4	$1.6M	Hold	15,980	–	–	0.05%	181
2024 Q3	$1.5M	Buy	15,980 +11,028	+223%	+$1,000K	0.05%	189
2024 Q2	$451K	Hold	4,952	–	–	0.02%	267
2024 Q1	$417K	Hold	4,952	–	–	0.01%	281
2023 Q4	$375K	Buy	+4,952	New	+$350K	0.01%	275

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanibel Captiva Trust Company's IWF Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.95% in Q1 2026, buying an estimated $21.3K and bringing the position to 20,028 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #181.

Sanibel Captiva Trust Company first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.38M in Q3 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Sanibel Captiva Trust Company held 20,028 shares of iShares Russell 1000 Growth ETF worth $2.13M as of Q1 2026.
Sanibel Captiva Trust Company bought 188 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $21.3K.
iShares Russell 1000 Growth ETF made up 0.06% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #181 holding.
Sanibel Captiva Trust Company first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's iShares Russell 1000 Growth ETF position peaked at $2.38M in Q3 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.