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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BKM Wealth Management's IWF Position: Q1 2026 in Review

BKM Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 9.1% in Q1 2026, buying an estimated $57.2K and bringing the position to 6,064 shares worth $646K. The position accounts for 0.24% of the portfolio, ranked #93.

BKM Wealth Management first reported a position in IWF in Q4 2023 and has held it in 10 quarters since. The position peaked at $725K in Q2 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

BKM Wealth Management held 6,064 shares of iShares Russell 1000 Growth ETF worth $646K as of Q1 2026.
BKM Wealth Management bought 504 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $57.2K.
iShares Russell 1000 Growth ETF made up 0.24% of BKM Wealth Management's portfolio in Q1 2026, its #93 holding.
BKM Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's iShares Russell 1000 Growth ETF position peaked at $725K in Q2 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.