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Southern Michigan Bank & Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Southern Michigan Bank & 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 		$2.46M Buy
19,836
+1,088
+6% +$131K 0.88% 14
2026
Q1 		$2M Buy
+18,748
New +$2.13M 0.77% 15

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Southern Michigan Bank & Trust's IWF Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.8% in Q2 2026, buying an estimated $131K and bringing the position to 19,836 shares worth $2.46M. The position accounts for 0.88% of the portfolio, ranked #14.

Southern Michigan Bank & Trust first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. 2,425 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Southern Michigan Bank & Trust held 19,836 shares of iShares Russell 1000 Growth ETF worth $2.46M as of Q2 2026.
  • Southern Michigan Bank & Trust bought 1,088 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $131K.
  • iShares Russell 1000 Growth ETF made up 0.88% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #14 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,425 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.