Whittier Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.2M | Buy |
148,100
+37,216
| +34% | +$4.49M | 0.18% | 100 |
|
|
2026
Q1 | $12M | Buy |
110,884
+2,748
| +3% | +$312K | 0.14% | 125 |
|
|
2025
Q4 | $12.9M | Sell |
108,136
-836
| -0.8% | -$99K | 0.14% | 127 |
|
|
2025
Q3 | $12.8M | Sell |
108,972
-404
| -0.4% | -$45K | 0.15% | 124 |
|
|
2025
Q2 | $11.6M | Buy |
109,376
+132
| +0.1% | +$12.6K | 0.14% | 133 |
|
|
2025
Q1 | $9.86M | Buy |
109,244
+1,080
| +1% | +$107K | 0.14% | 138 |
|
|
2024
Q4 | $10.9M | Sell |
108,164
-43,744
| -29% | -$4.3M | 0.14% | 131 |
|
|
2024
Q3 | $14.3M | Sell |
151,908
-96
| -0.1% | -$8.7K | 0.19% | 103 |
|
|
2024
Q2 | $13.9M | Sell |
152,004
-3,184
| -2% | -$272K | 0.2% | 100 |
|
|
2024
Q1 | $13.1M | Buy |
155,188
+30,200
| +24% | +$2.43M | 0.19% | 111 |
|
|
2023
Q4 | $9.47M | Buy |
124,988
+8,784
| +8% | +$621K | 0.15% | 138 |
|
|
2023
Q3 | $7.73M | Sell |
116,204
-3,568
| -3% | -$246K | 0.14% | 149 |
|
|
2023
Q2 | $8.24M | Hold |
119,772
| – | – | 0.14% | 145 |
|
|
2023
Q1 | $7.32M | Buy |
119,772
+4,080
| +4% | +$235K | 0.13% | 152 |
|
|
2022
Q4 | $6.2M | Sell |
115,692
-1,076
| -0.9% | -$59.2K | 0.12% | 165 |
|
|
2022
Q3 | $6.14M | Hold |
116,768
| – | – | 0.13% | 159 |
|
|
2022
Q2 | $6.38M | Sell |
116,768
-10,532
| -8% | -$632K | 0.13% | 156 |
|
|
2022
Q1 | $8.84M | Sell |
127,300
-2,040
| -2% | -$139K | 0.15% | 141 |
|
|
2021
Q4 | $9.88M | Sell |
129,340
-20
| -0% | -$1.48K | 0.16% | 133 |
|
|
2021
Q3 | $8.86M | Hold |
129,360
| – | – | 0.16% | 134 |
|
|
2021
Q2 | $8.78M | Buy |
129,360
+28,684
| +28% | +$1.85M | 0.16% | 138 |
|
|
2021
Q1 | $6.12M | Buy |
100,676
+1,292
| +1% | +$78.6K | 0.12% | 159 |
|
|
2020
Q4 | $5.99M | Buy |
99,384
+12,500
| +14% | +$711K | 0.13% | 151 |
|
|
2020
Q3 | $4.71M | Hold |
86,884
| – | – | 0.11% | 161 |
|
|
2020
Q2 | $4.17M | Sell |
86,884
-1,348
| -2% | -$59.4K | 0.12% | 162 |
|
|
2020
Q1 | $3.32M | Sell |
88,232
-5,916
| -6% | -$255K | 0.11% | 168 |
|
|
2019
Q4 | $4.14M | Sell |
94,148
-676
| -0.7% | -$28.2K | 0.11% | 176 |
|
|
2019
Q3 | $3.78M | Sell |
94,824
-200
| -0.2% | -$8.02K | 0.11% | 176 |
|
|
2019
Q2 | $3.74M | Sell |
95,024
-1,980
| -2% | -$76.6K | 0.11% | 172 |
|
|
2019
Q1 | $3.67M | Hold |
97,004
| – | – | 0.11% | 170 |
|
|
2018
Q4 | $3.17M | Sell |
97,004
-80
| -0.1% | -$2.82K | 0.11% | 171 |
|
|
2018
Q3 | $3.79M | Hold |
97,084
| – | – | 0.12% | 163 |
|
|
2018
Q2 | $3.49M | Hold |
97,084
| – | – | 0.12% | 167 |
|
|
2018
Q1 | $3.3M | Sell |
97,084
-1,000
| -1% | -$35.1K | 0.11% | 175 |
|
|
2017
Q4 | $3.3M | Sell |
98,084
-8,120
| -8% | -$266K | 0.12% | 170 |
|
|
2017
Q3 | $3.32M | Buy |
106,204
+8,792
| +9% | +$269K | 0.12% | 172 |
|
|
2017
Q2 | $2.9M | Sell |
97,412
-16,400
| -14% | -$481K | 0.11% | 177 |
|
|
2017
Q1 | $3.24M | Sell |
113,812
-25,852
| -19% | -$717K | 0.13% | 166 |
|
|
2016
Q4 | $3.66M | Sell |
139,664
-5,776
| -4% | -$150K | 0.16% | 148 |
|
|
2016
Q3 | $3.79M | Sell |
145,440
-7,996
| -5% | -$208K | 0.17% | 145 |
|
|
2016
Q2 | $3.85M | Sell |
153,436
-6,092
| -4% | -$152K | 0.17% | 141 |
|
|
2016
Q1 | $3.98M | Sell |
159,528
-11,368
| -7% | -$269K | 0.18% | 139 |
|
|
2015
Q4 | $4.25M | Sell |
170,896
-51,360
| -23% | -$1.28M | 0.19% | 137 |
|
|
2015
Q3 | $5.17M | Sell |
222,256
-26,840
| -11% | -$660K | 0.25% | 111 |
|
|
2015
Q2 | $6.17M | Hold |
249,096
| – | – | 0.27% | 99 |
|
|
2015
Q1 | $6.16M | Hold |
249,096
| – | – | 0.28% | 100 |
|
|
2014
Q4 | $5.95M | Hold |
249,096
| – | – | 0.28% | 98 |
|
|
2014
Q3 | $5.71M | Hold |
249,096
| – | – | 0.28% | 102 |
|
|
2014
Q2 | $5.66M | Sell |
249,096
-700
| -0.3% | -$15.4K | 0.28% | 100 |
|
|
2014
Q1 | $5.41M | Sell |
249,796
-21,484
| -8% | -$461K | 0.28% | 102 |
|
|
2013
Q4 | $5.83M | Buy |
271,280
+1,852
| +0.7% | +$38K | 0.3% | 94 |
|
|
2013
Q3 | $5.27M | Sell |
269,428
-1,160
| -0.4% | -$22.2K | 0.29% | 96 |
|
|
2013
Q2 | $4.92M | Buy |
+270,588
| New | +$4.96M | 0.28% | 99 |
|
Other funds holding IWF
Whittier Trust's IWF Position: Q2 2026 in Review
Whittier Trust increased its iShares Russell 1000 Growth ETF (IWF) stake by 34% in Q2 2026, buying an estimated $4.49M and bringing the position to 148,100 shares worth $18.2M. The position accounts for 0.18% of the portfolio, ranked #100.
Whittier Trust first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Whittier Trust held 148,100 shares of iShares Russell 1000 Growth ETF worth $18.2M as of Q2 2026.
- Whittier Trust bought 37,216 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.49M.
- iShares Russell 1000 Growth ETF made up 0.18% of Whittier Trust's portfolio in Q2 2026, its #100 holding.
- Whittier Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
- 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.