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Trust Point Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Trust Point Inc’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 		$3.88M Sell
31,231
-325
-1% -$39.2K 0.33% 42
2026
Q1 		$3.36M Buy
31,556
+7,864
+33% +$893K 0.29% 44
2025
Q4 		$2.8M Sell
23,692
-216
-0.9% -$25.6K 0.22% 49
2025
Q3 		$2.8M Sell
23,908
-1,724
-7% -$192K 0.23% 48
2025
Q2 		$2.72M Sell
25,632
-720
-3% -$68.8K 0.26% 44
2025
Q1 		$2.38M Sell
26,352
-100
-0.4% -$9.87K 0.22% 50
2024
Q4 		$2.66M Sell
26,452
-88
-0.3% -$8.66K 0.18% 53
2024
Q3 		$2.49M Sell
26,540
-224
-0.8% -$20.3K 0.19% 53
2024
Q2 		$2.44M Sell
26,764
-148
-0.5% -$12.6K 0.2% 52
2024
Q1 		$2.27M Sell
26,912
-336
-1% -$27.1K 0.18% 59
2023
Q4 		$2.07M Buy
+27,248
New +$1.93M 0.17% 66

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Trust Point Inc's IWF Position: Q2 2026 in Review

Trust Point Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q2 2026, selling an estimated $39.2K and leaving 31,231 shares worth $3.88M. The position accounts for 0.33% of the portfolio, ranked #42.

Trust Point Inc first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 807 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Trust Point Inc held 31,231 shares of iShares Russell 1000 Growth ETF worth $3.88M as of Q2 2026.
  • Trust Point Inc sold 325 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $39.2K.
  • iShares Russell 1000 Growth ETF made up 0.33% of Trust Point Inc's portfolio in Q2 2026, its #42 holding.
  • Trust Point Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.