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

St Louis 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 Q1	$8.56M	Buy	80,328 +1,780	+2%	+$202K	1%	18
2025 Q4	$9.29M	Hold	78,548	–	–	1.07%	17
2025 Q3	$9.2M	Sell	78,548 -3,256	-4%	-$363K	1.15%	16
2025 Q2	$8.68M	Hold	81,804	–	–	1.16%	18
2025 Q1	$7.38M	Sell	81,804 -876	-1%	-$86.4K	1.07%	19
2024 Q4	$8.3M	Hold	82,680	–	–	1.19%	17
2024 Q3	$7.76M	Hold	82,680	–	–	1.09%	20
2024 Q2	$7.53M	Hold	82,680	–	–	1.15%	16
2024 Q1	$6.97M	Buy	82,680 +4,136	+5%	+$333K	1.09%	18
2023 Q4	$5.95M	Hold	78,544	–	–	1.02%	19
2023 Q3	$5.22M	Hold	78,544	–	–	0.98%	19
2023 Q2	$5.4M	Hold	78,544	–	–	1%	19
2023 Q1	$4.8M	Hold	78,544	–	–	0.96%	18
2022 Q4	$4.21M	Buy	78,544 +60,384	+333%	+$3.32M	0.89%	24
2022 Q3	$1.09M	Sell	18,160 -60,384	-77%	-$3.55M	0.31%	44
2022 Q2	$4.29M	Hold	78,544	–	–	0.93%	24
2022 Q1	$5.45M	Hold	78,544	–	–	1.17%	23
2021 Q4	$6M	Hold	78,544	–	–	1.27%	16
2021 Q3	$5.38M	Hold	78,544	–	–	1.42%	13
2021 Q2	$5.33M	Hold	78,544	–	–	1.32%	14
2021 Q1	$4.77M	Hold	78,544	–	–	1.18%	16
2020 Q4	$4.74M	Sell	78,544 -372	-0.5%	-$21.2K	1.37%	16
2020 Q3	$4.28M	Buy	78,916 +4	+0%	+$211	1.37%	15
2020 Q2	$3.79M	Sell	78,912 -42,088	-35%	-$1.85M	1.13%	17
2020 Q1	$4.56M	Sell	121,000 -2,700	-2%	-$116K	1.72%	11
2019 Q4	$5.44M	Sell	123,700 -1,232	-1%	-$51.4K	1.55%	13
2019 Q3	$4.99M	Sell	124,932 -3,912	-3%	-$157K	1.55%	13
2019 Q2	$5.07M	Sell	128,844 -728	-0.6%	-$28.2K	1.6%	12
2019 Q1	$4.9M	Sell	129,572 -124	-0.1%	-$4.46K	1.58%	11
2018 Q4	$4.24M	Buy	129,696 +51,964	+67%	+$1.83M	1.54%	12
2018 Q3	$3.03M	Sell	77,732 -1,720	-2%	-$65.1K	1.04%	16
2018 Q2	$2.86M	Sell	79,452 -2,080	-3%	-$73.4K	0.95%	17
2018 Q1	$2.77M	Sell	81,532 -9,916	-11%	-$348K	0.95%	17
2017 Q4	$3.08M	Buy	91,448 +48	+0.1%	+$1.57K	1.21%	14
2017 Q3	$2.86M	Sell	91,400 -1,844	-2%	-$56.4K	1.27%	13
2017 Q2	$2.77M	Sell	93,244 -268	-0.3%	-$7.87K	1.28%	14
2017 Q1	$2.66M	Sell	93,512 -11,032	-11%	-$306K	1.14%	14
2016 Q4	$2.74M	Sell	104,544 -1,420	-1%	-$36.9K	1.3%	14
2016 Q3	$2.76M	Buy	105,964 +44	+0%	+$1.14K	1.32%	14
2016 Q2	$2.66M	Sell	105,920 -2,040	-2%	-$50.9K	1.41%	14
2016 Q1	$2.69M	Buy	107,960 +104	+0.1%	+$2.46K	1.47%	14
2015 Q4	$2.68M	Buy	+107,856	New	+$2.69M	1.69%	11

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

St Louis Trust's IWF Position: Q1 2026 in Review

St Louis Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q1 2026, buying an estimated $202K and bringing the position to 80,328 shares worth $8.56M. The position accounts for 1% of the portfolio, ranked #18.

St Louis Trust first reported a position in IWF in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.29M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

St Louis Trust held 80,328 shares of iShares Russell 1000 Growth ETF worth $8.56M as of Q1 2026.
St Louis Trust bought 1,780 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $202K.
iShares Russell 1000 Growth ETF made up 1% of St Louis Trust's portfolio in Q1 2026, its #18 holding.
St Louis Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 42 quarters since.
St Louis Trust's iShares Russell 1000 Growth ETF position peaked at $9.29M in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on St Louis Trust's 13F filing for Q1 2026, filed 14 May 2026.