Kathmere Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kathmere Capital 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	$1.14M	Buy	9,205 +1	+0%	+$121	0.06%	219
2026 Q1	$981K	Buy	9,204 +52	+0.6%	+$5.9K	0.06%	219
2025 Q4	$1.08M	Hold	9,152	–	–	0.07%	176
2025 Q3	$1.07M	Hold	9,152	–	–	0.08%	165
2025 Q2	$972K	Buy	9,152 +2,800	+44%	+$268K	0.07%	170
2025 Q1	$573K	Hold	6,352	–	–	0.05%	225
2024 Q4	$638K	Buy	6,352 +56	+0.9%	+$5.51K	0.06%	189
2024 Q3	$591K	Hold	6,296	–	–	0.06%	180
2024 Q2	$574K	Buy	+6,296	New	+$538K	0.06%	163

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kathmere Capital Management's IWF Position: Q2 2026 in Review

Kathmere Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, buying an estimated $121 and bringing the position to 9,205 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #219.

Kathmere Capital Management first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kathmere Capital Management held 9,205 shares of iShares Russell 1000 Growth ETF worth $1.14M as of Q2 2026.
Kathmere Capital Management bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.06% of Kathmere Capital Management's portfolio in Q2 2026, its #219 holding.
Kathmere Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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