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WhitTier Trust Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WhitTier Trust Company’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 		$4.35M Sell
35,822
-802
-2% -$96.7K 0.08% 175
2026
Q1 		$3.95M Sell
36,624
-48
-0.1% -$5.45K 0.08% 175
2025
Q4 		$4.36M Sell
36,672
-560
-2% -$66.3K 0.09% 169
2025
Q3 		$4.37M Sell
37,232
-1,876
-5% -$209K 0.09% 163
2025
Q2 		$4.15M Sell
39,108
-784
-2% -$75K 0.09% 178
2025
Q1 		$3.6M Sell
39,892
-2,140
-5% -$211K 0.09% 183
2024
Q4 		$4.22M Buy
42,032
+320
+0.8% +$31.5K 0.1% 168
2024
Q3 		$3.91M Buy
41,712
+784
+2% +$71.1K 0.1% 168
2024
Q2 		$3.73M Hold
40,928
– – 0.1% 169
2024
Q1 		$3.45M Hold
40,928
– – 0.1% 174
2023
Q4 		$3.1M Sell
40,928
-400
-1% -$28.3K 0.1% 171
2023
Q3 		$2.75M Buy
41,328
+424
+1% +$29.3K 0.1% 170
2023
Q2 		$2.81M Hold
40,904
– – 0.1% 173
2023
Q1 		$2.5M Sell
40,904
-1,460
-3% -$84.1K 0.09% 179
2022
Q4 		$2.27M Hold
42,364
– – 0.09% 184
2022
Q3 		$2.23M Sell
42,364
-2,840
-6% -$167K 0.09% 188
2022
Q2 		$2.47M Buy
45,204
+11,192
+33% +$672K 0.1% 176
2022
Q1 		$2.36M Buy
34,012
+3,728
+12% +$254K 0.09% 190
2021
Q4 		$2.31M Sell
30,284
-2,660
-8% -$197K 0.08% 187
2021
Q3 		$2.26M Sell
32,944
-620
-2% -$43.9K 0.09% 184
2021
Q2 		$2.28M Hold
33,564
– – 0.09% 179
2021
Q1 		$2.04M Hold
33,564
– – 0.09% 184
2020
Q4 		$2.02M Buy
33,564
+5,392
+19% +$307K 0.1% 171
2020
Q3 		$1.53M Hold
28,172
– – 0.09% 183
2020
Q2 		$1.35M Sell
28,172
-8,728
-24% -$385K 0.09% 186
2020
Q1 		$1.39M Hold
36,900
– – 0.11% 162
2019
Q4 		$1.62M Hold
36,900
– – 0.1% 163
2019
Q3 		$1.47M Sell
36,900
-12,336
-25% -$495K 0.1% 168
2019
Q2 		$1.94M Hold
49,236
– – 0.14% 141
2019
Q1 		$1.86M Hold
49,236
– – 0.14% 144
2018
Q4 		$1.61M Sell
49,236
-3,888
-7% -$137K 0.13% 145
2018
Q3 		$2.07M Hold
53,124
– – 0.15% 136
2018
Q2 		$1.91M Hold
53,124
– – 0.15% 140
2018
Q1 		$1.81M Hold
53,124
– – 0.15% 139
2017
Q4 		$1.79M Sell
53,124
-7,908
-13% -$259K 0.15% 135
2017
Q3 		$1.91M Buy
61,032
+264
+0.4% +$8.08K 0.18% 126
2017
Q2 		$1.81M Sell
60,768
-1,356
-2% -$39.8K 0.17% 135
2017
Q1 		$1.77M Hold
62,124
– – 0.18% 131
2016
Q4 		$1.63M Buy
62,124
+3,024
+5% +$78.5K 0.17% 128
2016
Q3 		$1.54M Sell
59,100
-1,600
-3% -$41.6K 0.17% 125
2016
Q2 		$1.52M Sell
60,700
-6,000
-9% -$150K 0.17% 132
2016
Q1 		$1.66M Sell
66,700
-3,040
-4% -$71.8K 0.19% 119
2015
Q4 		$1.73M Hold
69,740
– – 0.2% 118
2015
Q3 		$1.62M Hold
69,740
– – 0.2% 119
2015
Q2 		$1.73M Sell
69,740
-126,500
-64% -$3.18M 0.19% 116
2015
Q1 		$4.85M Buy
196,240
+162,000
+473% +$3.96M 0.54% 59
2014
Q4 		$819K Hold
34,240
– – 0.09% 211
2014
Q3 		$784K Hold
34,240
– – 0.09% 207
2014
Q2 		$779K Hold
34,240
– – 0.09% 207
2014
Q1 		$741K Sell
34,240
-240
-0.7% -$5.15K 0.09% 200
2013
Q4 		$741K Hold
34,480
– – 0.09% 193
2013
Q3 		$674K Hold
34,480
– – 0.09% 193
2013
Q2 		$627K Buy
+34,480
New +$632K 0.09% 185

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

WhitTier Trust Company's IWF Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.2% in Q2 2026, selling an estimated $96.7K and leaving 35,822 shares worth $4.35M. The position accounts for 0.08% of the portfolio, ranked #175.

WhitTier Trust Company first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.85M in Q1 2015. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • WhitTier Trust Company held 35,822 shares of iShares Russell 1000 Growth ETF worth $4.35M as of Q2 2026.
  • WhitTier Trust Company sold 802 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $96.7K.
  • iShares Russell 1000 Growth ETF made up 0.08% of WhitTier Trust Company's portfolio in Q2 2026, its #175 holding.
  • WhitTier Trust Company first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's iShares Russell 1000 Growth ETF position peaked at $4.85M in Q1 2015.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.