Kaydan Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kaydan Wealth 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	$1.02M	Sell	8,248 -4	-0%	-$482	0.31%	45
2026 Q1	$880K	Buy	8,252 +64	+0.8%	+$7.26K	0.29%	44
2025 Q4	$969K	Sell	8,188 -4	-0%	-$474	0.28%	41
2025 Q3	$959K	Hold	8,192	–	–	0.27%	47
2025 Q2	$870K	Sell	8,192 -736	-8%	-$70.4K	0.28%	45
2025 Q1	$806K	Buy	8,928 +796	+10%	+$78.5K	0.26%	44
2024 Q4	$816K	Sell	8,132 -76	-0.9%	-$7.47K	0.27%	43
2024 Q3	$770K	Buy	8,208 +76	+0.9%	+$6.89K	0.23%	44
2024 Q2	$741K	Hold	8,132	–	–	0.26%	45
2024 Q1	$685K	Sell	8,132 -600	-7%	-$48.3K	0.23%	46
2023 Q4	$662K	Hold	8,732	–	–	0.27%	45
2023 Q3	$581K	Buy	8,732 +316	+4%	+$21.8K	0.23%	44
2023 Q2	$579K	Hold	8,416	–	–	0.24%	47
2023 Q1	$514K	Hold	8,416	–	–	0.21%	49
2022 Q4	$451K	Sell	8,416 -56	-0.7%	-$3.08K	0.18%	53
2022 Q3	$446K	Sell	8,472 -208	-2%	-$12.2K	0.25%	50
2022 Q2	$475K	Sell	8,680 -148	-2%	-$8.88K	0.26%	50
2022 Q1	$613K	Sell	8,828 -604	-6%	-$41.2K	0.27%	50
2021 Q4	$721K	Buy	+9,432	New	+$699K	0.27%	48

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

Kaydan Wealth Management's IWF Position: Q2 2026 in Review

Kaydan Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q2 2026, selling an estimated $482 and leaving 8,248 shares worth $1.02M. The position accounts for 0.31% of the portfolio, ranked #45.

Kaydan Wealth Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kaydan Wealth Management held 8,248 shares of iShares Russell 1000 Growth ETF worth $1.02M as of Q2 2026.
Kaydan Wealth Management sold 4 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $482.
iShares Russell 1000 Growth ETF made up 0.31% of Kaydan Wealth Management's portfolio in Q2 2026, its #45 holding.
Kaydan Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.