BKM Wealth Management
IWF icon

BKM Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BKM Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$830K Buy
+6,630
New +$811K 0.27% 84
2026
Q2 		– Sell
-6,064
Closed -$646K – 153
2026
Q1 		$646K Buy
6,064
+504
+9% +$57.2K 0.24% 93
2025
Q4 		$658K Sell
5,560
-180
-3% -$21.3K 0.24% 89
2025
Q3 		$672K Sell
5,740
-1,088
-16% -$121K 0.25% 89
2025
Q2 		$725K Buy
6,828
+988
+17% +$94.5K 0.28% 86
2025
Q1 		$527K Sell
5,840
-212
-4% -$20.9K 0.22% 107
2024
Q4 		$608K Buy
6,052
+676
+13% +$66.5K 0.25% 92
2024
Q3 		$505K Buy
5,376
+1,384
+35% +$125K 0.21% 116
2024
Q2 		$364K Buy
3,992
+1,328
+50% +$113K 0.17% 120
2024
Q1 		$224K Sell
2,664
-296
-10% -$23.8K 0.1% 152
2023
Q4 		$224K Buy
+2,960
New +$209K 0.1% 148

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

BKM Wealth Management's IWF Position: Q3 2026 in Review

BKM Wealth Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2026: 6,630 shares worth $830K. The stake represents 0.27% of the portfolio and ranks #84 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in IWF as recently as Q1 2026.

BKM Wealth Management first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 1,008 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • BKM Wealth Management held 6,630 shares of iShares Russell 1000 Growth ETF worth $830K as of Q3 2026.
  • iShares Russell 1000 Growth ETF was a new BKM Wealth Management position in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.27% of BKM Wealth Management's portfolio in Q3 2026, its #84 holding.
  • BKM Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,008 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.