BWM
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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BKM Wealth Management's IWF Position: Q2 2026 in Review

BKM Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 6,064 shares — an estimated $646K sold.

BKM Wealth Management first reported a position in IWF in Q4 2023 and held it in 10 quarters. The position peaked at $725K in Q2 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • BKM Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • BKM Wealth Management sold 6,064 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $646K.
  • BKM Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and held it in 10 quarters.
  • BKM Wealth Management's iShares Russell 1000 Growth ETF position peaked at $725K in Q2 2025.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.