BANK OF AMERICA CORP /DE/ IWF — ISHARES TR RUSSELL1000G

Ownership history in BANK OF AMERICA CORP /DE/  ·  85 quarters on record

AI Ownership Summary

BANK OF AMERICA CORP /DE/ reported ISHARES TR RUSSELL1000G (IWF) in 85 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.03% in 2024 Q4. The latest visible filing shows IWF at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BANK OF AMERICA CORP /DE/'s position in ISHARES TR RUSSELL1000G, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWF was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWF stock page BANK OF AMERICA CORP /DE/ fund profile BANK OF AMERICA CORP /DE/ full holdings
How BANK OF AMERICA CORP /DE/ held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 108,374,626 +80,705,814 +291.7% 0.87% $13.46B 2026-08-14 $125.18
2026 Q1 REDUCED — — — 27,668,812 -352,976 -1.3% 0.86% $11.80B 2026-05-18 $123.88
2025 Q4 ADDED — — — 28,021,788 +442,714 +1.6% 0.96% $13.26B 2026-02-17 $112.04
2025 Q3 ADDED — — — 27,579,074 +27,577,874 +2298156.2% 0.88% $12.92B 2025-11-14 $117.30
2025 Q3 REDUCED 100.0% +2.1% ❌ 1,200 -29,217,844 -100.0% 0.00% $562K 2025-11-14 $117.30
2025 Q2 ADDED — — — 29,219,044 +29,218,044 +2921804.4% 0.91% $12.41B 2025-08-14 $112.09
2025 Q2 REDUCED 100.0% +10.0% ❌ 1,000 -30,445,679 -100.0% 0.00% $425K 2025-08-14 $112.09
2025 Q1 REDUCED — — — 30,446,679 -115,668 -0.4% 0.89% $10.99B 2025-05-15 $99.25
2024 Q4 ADDED — — — 30,562,347 +456,535 +1.5% 1.03% $12.27B 2025-02-14 $103.40
2024 Q3 REDUCED — — — 30,105,812 -126,003 -0.4% 0.94% $11.30B 2024-11-14 $98.20
2024 Q2 REDUCED — — — 30,231,815 -51,665 -0.2% 0.97% $11.02B 2024-08-14 $88.12
74 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWF

As of 2026 Q3 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 23.98% LWM ADVISORS INC 19.73% Go Invest LLC 12.75% PFW Advisors LLC 3Y 9.4% Stairway Partners, LLC 3Y 7Y 9.36% Marquette Asset Management, LLC 3Y 7Y 7.68% EPIQ PARTNERS, LLC 3Y 5.84% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 5.48% Montecito Bank & Trust 3Y 7Y 5.35% RTD Financial Advisors, Inc. 3Y 4.92%

FAQ About BANK OF AMERICA CORP /DE/ and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has BANK OF AMERICA CORP /DE/ reported owning IWF?

BANK OF AMERICA CORP /DE/ reported IWF across 11 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IWF position in BANK OF AMERICA CORP /DE/'s portfolio?

The largest reported portfolio weight for IWF was 1.03% in 2024 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q2, when BANK OF AMERICA CORP /DE/ reported 108,374,626 shares, equal to 0.87% of portfolio, with an estimated market value of $13.46B.

What does the chart on this IWF ownership page compare?

The chart compares BANK OF AMERICA CORP /DE/'s quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BANK OF AMERICA CORP /DE/ time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, BANK OF AMERICA CORP /DE/ correctly timed 52 out of 83 reported position changes (63%). The annualised alpha on IWF relative to SPY over the holding period was +38.7%.

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