First County Bank /CT/ IWF IShares Russell 1000 Growth

Ownership history in First County Bank /CT/  ·  11 quarters on record

AI Ownership Summary

First County Bank /CT/ reported IShares Russell 1000 Growth (IWF) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.24% in 2025 Q4. The latest visible filing shows IWF at 0.12% 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 First County Bank /CT/'s position in IShares Russell 1000 Growth, 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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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.

How First County Bank /CT/ 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,056 +1,403 +214.9% 0.12% $255K 2026-07-02 $121.16
2026 Q1 REDUCED 31.7% +14.5% 653 -303 -31.7% 0.15% $278K 2026-04-03 $107.42
2025 Q4 REDUCED 956 -11 -1.1% 0.24% $452K 2026-01-14 $117.33
2025 Q3 REDUCED 967 -16 -1.6% 0.23% $453K 2025-10-08 $118.41
2025 Q2 ADDED 983 +2 +0.2% 0.22% $417K 2025-07-17 $108.21
2025 Q1 REDUCED 981 -12 -1.2% 0.20% $354K 2025-04-07 $81.13
2024 Q4 UNCHANGED 993 0% 0.22% $399K 2025-01-07 $100.37
2024 Q3 ADDED 993 +300 +43.3% 0.18% $373K 2024-11-12 $99.03
2024 Q2 UNCHANGED 693 0% 0.13% $253K 2024-08-15 $90.06
2024 Q1 UNCHANGED 693 0% 0.11% $234K 2024-05-14 $83.85
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ and IWF

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

How long has First County Bank /CT/ reported owning IWF?

First County Bank /CT/ reported IWF across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IWF position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for IWF was 0.24% in 2025 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q2, when First County Bank /CT/ reported 2,056 shares, equal to 0.12% of portfolio, with an estimated market value of $255K.

What does the chart on this IWF ownership page compare?

The chart compares First County Bank /CT/'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 First County Bank /CT/ time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, First County Bank /CT/ correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on IWF relative to SPY over the holding period was -1.4%.

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