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 Q2	$2.57M	Buy	20,693 +665	+3%	+$80.2K	0.06%	176
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 $1.89T 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 22.9% 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

Sanibel Captiva Trust Company's IWF Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.3% in Q2 2026, buying an estimated $80.2K and bringing the position to 20,693 shares worth $2.57M. The position accounts for 0.06% of the portfolio, ranked #176.

Sanibel Captiva Trust Company first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,518 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Sanibel Captiva Trust Company held 20,693 shares of iShares Russell 1000 Growth ETF worth $2.57M as of Q2 2026.
Sanibel Captiva Trust Company bought 665 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $80.2K.
iShares Russell 1000 Growth ETF made up 0.06% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #176 holding.
Sanibel Captiva Trust Company first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,518 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.