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STAR Financial Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History

STAR Financial Bank’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 		$12.8M Sell
120,092
-58,076
-33% -$6.59M 6.04% 4
2025
Q4 		$21.1M Sell
178,168
-1,796
-1% -$213K 10.77% 1
2025
Q3 		$21.1M Sell
179,964
-9,432
-5% -$1.05M 12.46% 1
2025
Q2 		$20.1M Buy
189,396
+9,184
+5% +$878K 12.75% 1
2025
Q1 		$16.3M Sell
180,212
-26,844
-13% -$2.65M 11.91% 1
2024
Q4 		$20.8M Sell
207,056
-13,372
-6% -$1.32M 14.97% 1
2024
Q3 		$20.7M Buy
220,428
+18,256
+9% +$1.66M 13.94% 1
2024
Q2 		$18.4M Sell
202,172
-5,800
-3% -$495K 14.19% 1
2024
Q1 		$17.5M Sell
207,972
-2,556
-1% -$206K 14.97% 1
2023
Q4 		$16M Buy
210,528
+3,928
+2% +$278K 14.52% 1
2023
Q3 		$13.7M Sell
206,600
-7,912
-4% -$546K 14.09% 1
2023
Q2 		$14.8M Sell
214,512
-4,896
-2% -$311K 13.78% 1
2023
Q1 		$13.4M Sell
219,408
-4,952
-2% -$285K 13.04% 1
2022
Q4 		$12M Buy
+224,360
New +$12.3M 11.92% 1

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

STAR Financial Bank's IWF Position: Q1 2026 in Review

STAR Financial Bank reduced its iShares Russell 1000 Growth ETF (IWF) stake by 33% in Q1 2026, selling an estimated $6.59M and leaving 120,092 shares worth $12.8M. The position accounts for 6.04% of the portfolio, ranked #4.

STAR Financial Bank first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.1M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • STAR Financial Bank held 120,092 shares of iShares Russell 1000 Growth ETF worth $12.8M as of Q1 2026.
  • STAR Financial Bank sold 58,076 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $6.59M.
  • iShares Russell 1000 Growth ETF made up 6.04% of STAR Financial Bank's portfolio in Q1 2026, its #4 holding.
  • STAR Financial Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • STAR Financial Bank's iShares Russell 1000 Growth ETF position peaked at $21.1M in Q4 2025.
  • 2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.