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

UMB 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 Q2	$8.27M	Sell	66,569 -15,687	-19%	-$1.89M	0.1%	138
2026 Q1	$8.77M	Sell	82,256 -5,876	-7%	-$667K	0.12%	129
2025 Q4	$10.4M	Buy	88,132 +9,048	+11%	+$1.07M	0.14%	121
2025 Q3	$9.26M	Sell	79,084 -8,564	-10%	-$954K	0.14%	117
2025 Q2	$9.3M	Sell	87,648 -30,900	-26%	-$2.95M	0.15%	114
2025 Q1	$10.7M	Sell	118,548 -6,812	-5%	-$672K	0.18%	108
2024 Q4	$12.6M	Sell	125,360 -53,228	-30%	-$5.24M	0.2%	91
2024 Q3	$16.8M	Sell	178,588 -18,592	-9%	-$1.69M	0.26%	73
2024 Q2	$18M	Sell	197,180 -6,260	-3%	-$534K	0.29%	71
2024 Q1	$17.1M	Sell	203,440 -2,412	-1%	-$194K	0.27%	73
2023 Q4	$15.6M	Sell	205,852 -5,036	-2%	-$356K	0.23%	89
2023 Q3	$14M	Sell	210,888 -67,024	-24%	-$4.63M	0.23%	95
2023 Q2	$19.1M	Sell	277,912 -4,432	-2%	-$282K	0.29%	78
2023 Q1	$17.2M	Sell	282,344 -29,572	-9%	-$1.7M	0.28%	84
2022 Q4	$16.7M	Buy	311,916 +4,216	+1%	+$232K	0.26%	89
2022 Q3	$16.2M	Sell	307,700 -12,856	-4%	-$756K	0.27%	85
2022 Q2	$17.5M	Sell	320,556 -3,320	-1%	-$199K	0.27%	87
2022 Q1	$22.5M	Buy	323,876 +1,316	+0.4%	+$89.8K	0.3%	78
2021 Q4	$24.6M	Buy	322,560 +16,472	+5%	+$1.22M	0.31%	77
2021 Q3	$21M	Sell	306,088 -5,672	-2%	-$401K	0.47%	53
2021 Q2	$21.2M	Buy	311,760 +66,260	+27%	+$4.27M	0.48%	53
2021 Q1	$14.9M	Buy	245,500 +64,652	+36%	+$3.93M	0.36%	71
2020 Q4	$10.9M	Buy	180,848 +4,052	+2%	+$231K	0.29%	82
2020 Q3	$8.48M	Hold	176,796	–	–	0.26%	90
2020 Q2	$8.48M	Sell	176,796 -5,568	-3%	-$245K	0.26%	90
2020 Q1	$6.87M	Sell	182,364 -14,860	-8%	-$640K	0.25%	94
2019 Q4	$8.67M	Sell	197,224 -9,344	-5%	-$390K	0.24%	90
2019 Q3	$8.24M	Buy	206,568 +8,636	+4%	+$346K	0.2%	90
2019 Q2	$7.79M	Sell	197,932 -17,300	-8%	-$669K	0.19%	87
2019 Q1	$8.14M	Sell	215,232 -4,552	-2%	-$164K	0.25%	86
2018 Q4	$7.19M	Sell	219,784 -588	-0.3%	-$20.7K	0.22%	87
2018 Q3	$8.59M	Sell	220,372 -2,824	-1%	-$107K	0.26%	93
2018 Q2	$8.02M	Buy	223,196 +280	+0.1%	+$9.88K	0.25%	83
2018 Q1	$7.58M	Sell	222,916 -2,632	-1%	-$92.3K	0.24%	92
2017 Q4	$7.59M	Sell	225,548 -4,212	-2%	-$138K	0.25%	90
2017 Q3	$7.18M	Sell	229,760 -7,412	-3%	-$227K	0.25%	88
2017 Q2	$7.06M	Sell	237,172 -8,172	-3%	-$240K	0.25%	85
2017 Q1	$6.98M	Buy	245,344 +1,480	+0.6%	+$41K	0.24%	84
2016 Q4	$6.4M	Buy	243,864 +5,724	+2%	+$149K	0.24%	85
2016 Q3	$6.2M	Sell	238,140 -1,772	-0.7%	-$46.1K	0.25%	85
2016 Q2	$6.02M	Sell	239,912 -11,376	-5%	-$284K	0.25%	88
2016 Q1	$6.27M	Buy	251,288 +24,216	+11%	+$572K	0.27%	87
2015 Q4	$5.65M	Buy	+227,072	New	+$5.67M	0.25%	88

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UMB Bank's IWF Position: Q2 2026 in Review

UMB Bank reduced its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q2 2026, selling an estimated $1.89M and leaving 66,569 shares worth $8.27M. The position accounts for 0.1% of the portfolio, ranked #138.

UMB Bank first reported a position in IWF in Q4 2015 and has held it in 43 quarters since. The position peaked at $24.6M in Q4 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

UMB Bank held 66,569 shares of iShares Russell 1000 Growth ETF worth $8.27M as of Q2 2026.
UMB Bank sold 15,687 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.89M.
iShares Russell 1000 Growth ETF made up 0.1% of UMB Bank's portfolio in Q2 2026, its #138 holding.
UMB Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
UMB Bank's iShares Russell 1000 Growth ETF position peaked at $24.6M in Q4 2021.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.