KFG LLC’s iShares Russell 1000 ETF IWB Stock Holding History

KFG LLC’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.58M	Buy	+18,205	New	+$7.57M	5.03%	5

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KFG LLC's IWB Position: Q3 2026 in Review

KFG LLC opened a new position in iShares Russell 1000 ETF (IWB) in Q3 2026: 18,205 shares worth $7.58M. The stake represents 5.03% of the portfolio and ranks #5 among its holdings.

1,062 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

KFG LLC held 18,205 shares of iShares Russell 1000 ETF worth $7.58M as of Q3 2026.
iShares Russell 1000 ETF was a new KFG LLC position in Q3 2026.
iShares Russell 1000 ETF made up 5.03% of KFG LLC's portfolio in Q3 2026, its #5 holding.
1,062 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on KFG LLC's 13F filing for Q3 2026, filed 2 Nov 2026.