Caliber Wealth Management (Kansas)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Caliber Wealth Management (Kansas)’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	$33.7M	Sell	271,447 -4,385	-2%	-$529K	3.26%	4
2026 Q1	$29.4M	Sell	275,832 -8,412	-3%	-$955K	3.22%	5
2025 Q4	$33.6M	Sell	284,244 -6,116	-2%	-$724K	3.62%	3
2025 Q3	$34M	Sell	290,360 -16,476	-5%	-$1.83M	3.79%	3
2025 Q2	$32.6M	Buy	306,836 +270,304	+740%	+$25.8M	3.5%	5
2025 Q1	$3.3M	Buy	+36,532	New	+$3.6M	0.45%	54

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IWF Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q2 2026, selling an estimated $529K and leaving 271,447 shares worth $33.7M. The position accounts for 3.26% of the portfolio, ranked #4.

Caliber Wealth Management (Kansas) first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. The position peaked at $34M in Q3 2025. 1,081 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Caliber Wealth Management (Kansas) held 271,447 shares of iShares Russell 1000 Growth ETF worth $33.7M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 4,385 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $529K.
iShares Russell 1000 Growth ETF made up 3.26% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #4 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares Russell 1000 Growth ETF position peaked at $34M in Q3 2025.
1,081 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.