Kavar Capital Partners Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kavar Capital Partners Group’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	$1.24M	Hold	10,012	–	–	0.15%	92
2026 Q1	$1.07M	Sell	10,012 -456	-4%	-$51.8K	0.13%	99
2025 Q4	$1.24M	Buy	10,468 +1,156	+12%	+$137K	0.17%	91
2025 Q3	$1.09M	Sell	9,312 -100	-1%	-$11.1K	0.15%	98
2025 Q2	$999K	Buy	9,412 +536	+6%	+$51.3K	0.14%	101
2025 Q1	$801K	Hold	8,876	–	–	0.13%	100
2024 Q4	$891K	Hold	8,876	–	–	0.15%	98
2024 Q3	$833K	Hold	8,876	–	–	0.13%	99
2024 Q2	$809K	Hold	8,876	–	–	0.15%	96
2024 Q1	$748K	Sell	8,876 -8,876	-50%	-$715K	0.14%	95
2023 Q4	$1.35M	Buy	17,752 +9,424	+113%	+$666K	0.15%	90
2023 Q3	$554K	Hold	8,328	–	–	0.12%	103
2023 Q2	$573K	Hold	8,328	–	–	0.12%	96
2023 Q1	$509K	Hold	8,328	–	–	0.11%	104
2022 Q4	$446K	Hold	8,328	–	–	0.1%	104
2022 Q3	$438K	Hold	8,328	–	–	0.11%	100
2022 Q2	$455K	Buy	8,328 +240	+3%	+$14.4K	0.11%	114
2022 Q1	$561K	Hold	8,088	–	–	0.12%	103
2021 Q4	$618K	Hold	8,088	–	–	0.13%	103
2021 Q3	$554K	Hold	8,088	–	–	0.13%	112
2021 Q2	$549K	Hold	8,088	–	–	0.13%	104
2021 Q1	$491K	Hold	8,088	–	–	0.13%	102
2020 Q4	$488K	Hold	8,088	–	–	0.14%	105
2020 Q3	$439K	Sell	8,088 -1,256	-13%	-$66.2K	0.15%	102
2020 Q2	$448K	Hold	9,344	–	–	0.17%	92
2020 Q1	$352K	Hold	9,344	–	–	0.17%	87
2019 Q4	$411K	Hold	9,344	–	–	0.15%	92
2019 Q3	$373K	Hold	9,344	–	–	0.15%	98
2019 Q2	$368K	Buy	9,344 +56	+0.6%	+$2.17K	0.14%	93
2019 Q1	$351K	Buy	9,288 +600	+7%	+$21.6K	0.16%	96
2018 Q4	$284K	Buy	8,688 +600	+7%	+$21.2K	0.15%	86
2018 Q3	$315K	Hold	8,088	–	–	0.16%	83
2018 Q2	$291K	Buy	8,088 +260	+3%	+$9.18K	0.15%	87
2018 Q1	$266K	Hold	7,828	–	–	0.14%	92
2017 Q4	$264K	Hold	7,828	–	–	0.14%	94
2017 Q3	$245K	Hold	7,828	–	–	0.13%	97
2017 Q2	$233K	Hold	7,828	–	–	0.13%	101
2017 Q1	$223K	Buy	+7,828	New	+$217K	0.12%	105
2016 Q1	–	Sell	-2,008	Closed	-$49K	–	236
2015 Q4	$49K	Hold	2,008	–	–	0.03%	171
2015 Q3	$46K	Hold	2,008	–	–	0.03%	175
2015 Q2	$49K	Buy	+2,008	New	+$50.5K	0.03%	183
2014 Q2	–	Sell	-2,596	Closed	-$56K	–	285
2014 Q1	$56K	Buy	2,596 +208	+9%	+$4.46K	0.05%	193
2013 Q4	$51K	Buy	+2,388	New	+$49K	0.05%	192

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

Kavar Capital Partners Group's IWF Position: Q2 2026 in Review

Kavar Capital Partners Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 10,012 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #92.

Kavar Capital Partners Group first reported a position in IWF in Q4 2013 and has held it in 43 quarters since. The position peaked at $1.35M in Q4 2023. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kavar Capital Partners Group held 10,012 shares of iShares Russell 1000 Growth ETF worth $1.24M as of Q2 2026.
Kavar Capital Partners Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.15% of Kavar Capital Partners Group's portfolio in Q2 2026, its #92 holding.
Kavar Capital Partners Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 43 quarters since.
Kavar Capital Partners Group's iShares Russell 1000 Growth ETF position peaked at $1.35M in Q4 2023.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.