Trustmark National Bank Trust Department’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Trustmark National Bank Trust Department’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
2024 Q1	–	Sell	-2,832	Closed	-$215K	–	281
2023 Q4	$215K	Buy	+2,832	New	+$200K	0.02%	245
2023 Q1	–	Sell	-3,848	Closed	-$206K	–	277
2022 Q4	$206K	Hold	3,848	–	–	0.02%	261
2022 Q3	$202K	Hold	3,848	–	–	0.02%	250
2022 Q2	$210K	Sell	3,848 -44	-1%	-$2.64K	0.02%	250
2022 Q1	$270K	Buy	3,892 +800	+26%	+$54.6K	0.02%	238
2021 Q4	$236K	Hold	3,092	–	–	0.02%	240
2021 Q3	$212K	Buy	+3,092	New	+$219K	0.02%	242
2019 Q1	–	Sell	-436	Closed	-$14K	–	610
2018 Q4	$14K	Sell	436 -668	-61%	-$23.5K	﹤0.01%	432
2018 Q3	$43K	Buy	+1,104	New	+$41.8K	﹤0.01%	378

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trustmark National Bank Trust Department's IWF Position: Q1 2024 in Review

Trustmark National Bank Trust Department sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 2,832 shares — an estimated $215K sold.

Trustmark National Bank Trust Department first reported a position in IWF in Q3 2018 and held it in 9 quarters. The position peaked at $270K in Q1 2022. 1,963 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Trustmark National Bank Trust Department reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Trustmark National Bank Trust Department sold 2,832 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $215K.
Trustmark National Bank Trust Department first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and held it in 9 quarters.
Trustmark National Bank Trust Department's iShares Russell 1000 Growth ETF position peaked at $270K in Q1 2022.
1,963 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2024, filed 10 May 2024.