CWMK
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$32.6M Buy
76,709
+67,576
+740% +$28.7M 3.5% 5
2025
Q1 		$3.3M Buy
+9,133
New +$3.3M 0.45% 54