GKWIM
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Gerber Kawasaki Wealth & Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$11.1M Buy
89,149
+705
+0.8% +$85K 0.3% 56
2026
Q1 		$9.43M Buy
88,444
+5,384
+6% +$611K 0.3% 58
2025
Q4 		$9.83M Buy
83,060
+2,804
+3% +$332K 0.34% 57
2025
Q3 		$9.4M Buy
80,256
+5,324
+7% +$593K 0.32% 59
2025
Q2 		$7.95M Buy
74,932
+70,240
+1,497% +$6.72M 0.31% 59
2025
Q1 		$424K Buy
4,692
+132
+3% +$13K 0.02% 206
2024
Q4 		$458K Hold
4,560
– – 0.02% 191
2024
Q3 		$428K Sell
4,560
-56
-1% -$5.08K 0.02% 197
2024
Q2 		$421K Buy
4,616
+736
+19% +$62.8K 0.02% 186
2024
Q1 		$327K Buy
3,880
+100
+3% +$8.06K 0.02% 212
2023
Q4 		$287K Sell
3,780
-356
-9% -$25.2K 0.02% 208
2023
Q3 		$275K Buy
4,136
+48
+1% +$3.31K 0.02% 208
2023
Q2 		$281K Buy
4,088
+200
+5% +$12.7K 0.02% 209
2023
Q1 		$237K Hold
3,888
– – 0.02% 220
2022
Q4 		$208K Buy
+3,888
New +$214K 0.02% 232
2022
Q2 		– Sell
-3,076
Closed -$213K – 253
2022
Q1 		$213K Buy
+3,076
New +$210K 0.02% 242
2021
Q4 		– Sell
-28
Closed -$7K – 684
2021
Q3 		$7K Buy
+28
New +$1.98K ﹤0.01% 710

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IWF Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.8% in Q2 2026, buying an estimated $85K and bringing the position to 89,149 shares worth $11.1M. The position accounts for 0.3% of the portfolio, ranked #56.

Gerber Kawasaki Wealth & Investment Management first reported a position in IWF in Q3 2021 and has held it in 17 quarters since. 1,980 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 89,149 shares of iShares Russell 1000 Growth ETF worth $11.1M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 705 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $85K.
  • iShares Russell 1000 Growth ETF made up 0.3% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #56 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 17 quarters since.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.