KRW
IWF icon

Kaufman Rossin Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kaufman Rossin Wealth’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 		$392K Hold
3,180
– – 0.19% 57
2026
Q1 		$339K Hold
3,180
– – 0.19% 59
2025
Q4 		$376K Hold
3,180
– – 0.2% 76
2025
Q3 		$372K Hold
3,180
– – 0.2% 72
2025
Q2 		$338K Hold
3,180
– – 0.21% 68
2025
Q1 		$287K Hold
3,180
– – 0.21% 94
2024
Q4 		$319K Buy
+3,180
New +$313K 0.33% 30

Other funds holding IWF

S
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
SP
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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Kaufman Rossin Wealth's IWF Position: Q2 2026 in Review

Kaufman Rossin Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,180 shares worth $392K. The position accounts for 0.19% of the portfolio, ranked #57.

Kaufman Rossin Wealth first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Kaufman Rossin Wealth held 3,180 shares of iShares Russell 1000 Growth ETF worth $392K as of Q2 2026.
  • Kaufman Rossin Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.19% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #57 holding.
  • Kaufman Rossin Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.