KWM
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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
Q3 		$952K Sell
7,597
-651
-8% -$79.6K 0.33% 44
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Kaydan Wealth Management's IWF Position: Q3 2026 in Review

Kaydan Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.9% in Q3 2026, selling an estimated $79.6K and leaving 7,597 shares worth $952K. The position accounts for 0.33% of the portfolio, ranked #44.

Kaydan Wealth Management first reported a position in IWF in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q2 2026. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Kaydan Wealth Management held 7,597 shares of iShares Russell 1000 Growth ETF worth $952K as of Q3 2026.
  • Kaydan Wealth Management sold 651 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $79.6K.
  • iShares Russell 1000 Growth ETF made up 0.33% of Kaydan Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Kaydan Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Kaydan Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.02M in Q2 2026.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.