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

Umpqua 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	$2.05M	Buy	16,538 +1,958	+13%	+$236K	0.46%	55
2026 Q1	$1.55M	Buy	14,580 +1,716	+13%	+$195K	0.44%	63
2025 Q4	$1.52M	Buy	12,864 +500	+4%	+$59.2K	0.42%	64
2025 Q3	$1.44M	Sell	12,364 -320	-3%	-$35.6K	0.4%	64
2025 Q2	$1.35M	Buy	12,684 +68	+0.5%	+$6.5K	0.41%	66
2025 Q1	$1.14M	Buy	12,616 +2,748	+28%	+$271K	0.39%	72
2024 Q4	$975K	Buy	9,868 +1,400	+17%	+$138K	0.34%	77
2024 Q3	$795K	Buy	8,468 +1,340	+19%	+$121K	0.29%	79
2024 Q2	$650K	Buy	7,128 +420	+6%	+$35.9K	0.25%	85
2024 Q1	$565K	Buy	+6,708	New	+$540K	0.23%	97

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

Umpqua Bank's IWF Position: Q2 2026 in Review

Umpqua Bank increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q2 2026, buying an estimated $236K and bringing the position to 16,538 shares worth $2.05M. The position accounts for 0.46% of the portfolio, ranked #55.

Umpqua Bank first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 2,468 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Umpqua Bank held 16,538 shares of iShares Russell 1000 Growth ETF worth $2.05M as of Q2 2026.
Umpqua Bank bought 1,958 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $236K.
iShares Russell 1000 Growth ETF made up 0.46% of Umpqua Bank's portfolio in Q2 2026, its #55 holding.
Umpqua Bank first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,468 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.