Trust Company of the South’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Trust Company of the South’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	$2.76M	Hold	22,240	–	–	0.39%	29
2026 Q1	$2.37M	Hold	22,240	–	–	0.38%	28
2025 Q4	$2.63M	Hold	22,240	–	–	0.42%	26
2025 Q3	$2.6M	Sell	22,240 -16	-0.1%	-$1.78K	0.43%	26
2025 Q2	$2.36M	Hold	22,256	–	–	0.42%	28
2025 Q1	$2.01M	Hold	22,256	–	–	0.42%	27
2024 Q4	$2.23M	Sell	22,256 -2,464	-10%	-$242K	0.46%	30
2024 Q3	$2.32M	Buy	24,720 +4,676	+23%	+$424K	0.49%	26
2024 Q2	$1.83M	Buy	20,044 +16	+0.1%	+$1.37K	0.43%	27
2024 Q1	$1.69M	Hold	20,028	–	–	0.39%	27
2023 Q4	$1.52M	Buy	+20,028	New	+$1.42M	0.4%	27

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Trust Company of the South's IWF Position: Q2 2026 in Review

Trust Company of the South held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 22,240 shares worth $2.76M. The position accounts for 0.39% of the portfolio, ranked #29.

Trust Company of the South first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Trust Company of the South held 22,240 shares of iShares Russell 1000 Growth ETF worth $2.76M as of Q2 2026.
Trust Company of the South left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.39% of Trust Company of the South's portfolio in Q2 2026, its #29 holding.
Trust Company of the South first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.