Towne Trust Company, N.A IWF — ISHARES RUSSELL 1000 GROWTH ET

Ownership history in Towne Trust Company, N.A  ·  6 quarters on record

AI Ownership Summary

Towne Trust Company, N.A reported ISHARES RUSSELL 1000 GROWTH ET (IWF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.33% in 2025 Q3. The latest visible filing shows IWF at 0.29% 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.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Towne Trust Company, N.A's position in ISHARES RUSSELL 1000 GROWTH ET, 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 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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 Towne Trust Company, N.A fund profile Towne Trust Company, N.A full holdings
How Towne Trust Company, N.A 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 7,825 +5,910 +308.6% 0.29% $972K 2026-07-30 $117.43
2026 Q1 UNCHANGED — — — 1,915 — 0% 0.26% $817K 2026-04-22 $119.61
2025 Q4 REDUCED 11.8% -9.8% ✅ 1,915 -257 -11.8% 0.28% $906K 2026-01-26 $117.59
2025 Q3 ADDED — — — 2,172 +60 +2.8% 0.33% $1.0M 2025-10-08 $118.41
2025 Q1 ADDED — — — 2,112 +510 +31.8% 0.27% $763K 2025-05-13 $98.71
2024 Q4 INITIATED — — — 1,602 — — 0.23% $643K 2025-02-11 $102.17

🏢 Other funds also holding IWF

As of 2026 Q2 — sorted by position size

Sun Mountain Capital Ltd 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 23.41% LWM ADVISORS INC 19.42% Bluesphere Advisors LLC 3Y 18.86% Ryan Investment Management, Inc. 17.4% Cedar Mountain Advisors, LLC 3Y 16.49% NESTEGG ADVISORS, INC. 16.48% Cooksen Wealth, LLC 16.16% Walsh & Associates, LLC 13.88%

FAQ About Towne Trust Company, N.A and IWF

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

How long has Towne Trust Company, N.A reported owning IWF?

Towne Trust Company, N.A reported IWF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IWF position in Towne Trust Company, N.A's portfolio?

The largest reported portfolio weight for IWF was 0.33% in 2025 Q3.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q2, when Towne Trust Company, N.A reported 7,825 shares, equal to 0.29% of portfolio, with an estimated market value of $972K.

What does the chart on this IWF ownership page compare?

The chart compares Towne Trust Company, N.A'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 Towne Trust Company, N.A time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, Towne Trust Company, N.A correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on IWF relative to SPY over the holding period was -5.4%.

← Back to Towne Trust Company, N.A Holdings