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

Calamos 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 		$5.88M Buy
55,188
+124
+0.2% +$14.1K 0.2% 87
2025
Q4 		$6.52M Buy
55,064
+328
+0.6% +$38.9K 0.22% 76
2025
Q3 		$6.41M Buy
54,736
+1,672
+3% +$186K 0.23% 77
2025
Q2 		$5.63M Buy
53,064
+6,612
+14% +$632K 0.24% 72
2025
Q1 		$4.19M Buy
46,452
+8,424
+22% +$831K 0.21% 77
2024
Q4 		$3.82M Buy
38,028
+440
+1% +$43.3K 0.19% 77
2024
Q3 		$3.53M Buy
37,588
+4,432
+13% +$402K 0.18% 85
2024
Q2 		$3.02M Sell
33,156
-4,972
-13% -$425K 0.16% 88
2024
Q1 		$3.21M Sell
38,128
-992
-3% -$79.9K 0.18% 87
2023
Q4 		$2.96M Sell
39,120
-688
-2% -$48.7K 0.19% 81
2023
Q3 		$2.65M Sell
39,808
-2,024
-5% -$140K 0.2% 82
2023
Q2 		$2.88M Sell
41,832
-612
-1% -$38.9K 0.21% 87
2023
Q1 		$2.59M Sell
42,444
-960
-2% -$55.3K 0.2% 88
2022
Q4 		$2.32M Sell
43,404
-236
-0.5% -$13K 0.18% 94
2022
Q3 		$2.29M Buy
43,640
+560
+1% +$32.9K 0.2% 91
2022
Q2 		$2.35M Buy
43,080
+2,296
+6% +$138K 0.21% 90
2022
Q1 		$2.83M Sell
40,784
-280
-0.7% -$19.1K 0.21% 95
2021
Q4 		$3.14M Hold
41,064
– – 0.23% 90
2021
Q3 		$2.81M Sell
41,064
-404
-1% -$28.6K 0.23% 87
2021
Q2 		$2.81M Buy
41,468
+2,124
+5% +$137K 0.22% 89
2021
Q1 		$2.39M Buy
39,344
+2,988
+8% +$182K 0.2% 93
2020
Q4 		$2.19M Buy
36,356
+2,980
+9% +$170K 0.2% 85
2020
Q3 		$1.81M Buy
33,376
+764
+2% +$40.2K 0.21% 79
2020
Q2 		$1.56M Hold
32,612
– – 0.2% 80
2020
Q1 		$1.23M Buy
32,612
+7,844
+32% +$338K 0.19% 82
2019
Q4 		$1.09M Sell
24,768
-4,132
-14% -$173K 0.13% 110
2019
Q3 		$1.15M Buy
28,900
+4,908
+20% +$197K 0.15% 104
2019
Q2 		$944K Buy
23,992
+4,916
+26% +$190K 0.13% 128
2019
Q1 		$722K Sell
19,076
-6,544
-26% -$235K 0.1% 140
2018
Q4 		$838K Sell
25,620
-2,692
-10% -$94.9K 0.13% 126
2018
Q3 		$1.1M Buy
28,312
+4,956
+21% +$188K 0.14% 106
2018
Q2 		$840K Hold
23,356
– – 0.1% 120
2018
Q1 		$795K Hold
23,356
– – 0.1% 129
2017
Q4 		$786K Buy
23,356
+2,564
+12% +$84K 0.1% 132
2017
Q3 		$650K Sell
20,792
-1,680
-7% -$51.4K 0.09% 159
2017
Q2 		$669K Sell
22,472
-560
-2% -$16.4K 0.09% 162
2017
Q1 		$655K Sell
23,032
-440
-2% -$12.2K 0.1% 168
2016
Q4 		$616K Buy
+23,472
New +$609K 0.1% 173
2016
Q1 		– Sell
-22,220
Closed -$553K – 255
2015
Q4 		$553K Buy
+22,220
New +$554K 0.11% 192
2015
Q1 		– Sell
-8,940
Closed -$214K – 245
2014
Q4 		$214K Buy
+8,940
New +$209K 0.06% 205

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Calamos Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.23% in Q1 2026, buying an estimated $14.1K and bringing the position to 55,188 shares worth $5.88M. The position accounts for 0.2% of the portfolio, ranked #87.

Calamos Wealth Management first reported a position in IWF in Q4 2014 and has held it in 40 quarters since. The position peaked at $6.52M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Calamos Wealth Management held 55,188 shares of iShares Russell 1000 Growth ETF worth $5.88M as of Q1 2026.
  • Calamos Wealth Management bought 124 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $14.1K.
  • iShares Russell 1000 Growth ETF made up 0.2% of Calamos Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Calamos Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 40 quarters since.
  • Calamos Wealth Management's iShares Russell 1000 Growth ETF position peaked at $6.52M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.