KCM Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

KCM Investment Advisors’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 Q1	$1.67M	Sell	15,672 -40	-0.3%	-$4.54K	0.06%	174
2025 Q4	$1.86M	Sell	15,712 -704	-4%	-$83.4K	0.06%	166
2025 Q3	$1.92M	Buy	16,416 +88	+0.5%	+$9.8K	0.06%	163
2025 Q2	$1.73M	Sell	16,328 -1,972	-11%	-$189K	0.06%	170
2025 Q1	$1.65M	Sell	18,300 -800	-4%	-$78.9K	0.06%	166
2024 Q4	$1.92M	Sell	19,100 -2,564	-12%	-$252K	0.07%	159
2024 Q3	$2.03M	Buy	21,664 +56	+0.3%	+$5.08K	0.07%	158
2024 Q2	$1.97M	Buy	21,608 +2,652	+14%	+$226K	0.07%	151
2024 Q1	$1.6M	Buy	18,956 +64	+0.3%	+$5.16K	0.06%	178
2023 Q4	$1.43M	Sell	18,892 -220	-1%	-$15.6K	0.06%	180
2023 Q3	$1.27M	Sell	19,112 -1,600	-8%	-$110K	0.05%	187
2023 Q2	$1.42M	Buy	20,712 +188	+0.9%	+$12K	0.06%	185
2023 Q1	$1.25M	Sell	20,524 -128	-0.6%	-$7.37K	0.05%	195
2022 Q4	$1.11M	Sell	20,652 -2,500	-11%	-$138K	0.05%	200
2022 Q3	$1.22M	Sell	23,152 -3,420	-13%	-$201K	0.06%	182
2022 Q2	$1.45M	Sell	26,572 -216	-0.8%	-$13K	0.06%	184
2022 Q1	$1.86M	Sell	26,788 -7,652	-22%	-$522K	0.07%	174
2021 Q4	$2.63M	Buy	34,440 +192	+0.6%	+$14.2K	0.09%	155
2021 Q3	$2.35M	Sell	34,248 -180	-0.5%	-$12.7K	0.09%	152
2021 Q2	$2.34M	Sell	34,428 -292	-0.8%	-$18.8K	0.09%	147
2021 Q1	$2.11M	Sell	34,720 -100	-0.3%	-$6.09K	0.09%	150
2020 Q4	$2.1M	Buy	34,820 +172	+0.5%	+$9.79K	0.1%	139
2020 Q3	$1.88M	Sell	34,648 -1,080	-3%	-$56.9K	0.1%	134
2020 Q2	$1.71M	Sell	35,728 -180	-0.5%	-$7.93K	0.1%	139
2020 Q1	$1.35M	Sell	35,908 -1,100	-3%	-$47.4K	0.09%	138
2019 Q4	$1.63M	Hold	37,008	–	–	0.09%	143
2019 Q3	$1.48M	Buy	37,008 +4,220	+13%	+$169K	0.09%	147
2019 Q2	$1.29M	Buy	32,788 +8,212	+33%	+$318K	0.08%	156
2019 Q1	$930K	Sell	24,576 -1,408	-5%	-$50.6K	0.06%	175
2018 Q4	$850K	Sell	25,984 -260	-1%	-$9.17K	0.06%	245
2018 Q3	$1.02M	Sell	26,244 -4,000	-13%	-$151K	0.06%	237
2018 Q2	$1.09M	Sell	30,244 -4,420	-13%	-$156K	0.07%	229
2018 Q1	$1.18M	Sell	34,664 -1,032	-3%	-$36.2K	0.07%	230
2017 Q4	$1.2M	Buy	35,696 +8,912	+33%	+$292K	0.07%	238
2017 Q3	$837K	Hold	26,784	–	–	0.05%	278
2017 Q2	$797K	Sell	26,784 -6,276	-19%	-$184K	0.05%	278
2017 Q1	$941K	Sell	33,060 -308	-0.9%	-$8.54K	0.06%	258
2016 Q4	$875K	Buy	33,368 +6,132	+23%	+$159K	0.06%	265
2016 Q3	$709K	Buy	27,236 +24	+0.1%	+$624	0.05%	299
2016 Q2	$683K	Sell	27,212 -20	-0.1%	-$499	0.05%	296
2016 Q1	$679K	Sell	27,232 -3,052	-10%	-$72.1K	0.05%	293
2015 Q4	$753K	Sell	30,284 -1,636	-5%	-$40.8K	0.06%	276
2015 Q3	$742K	Buy	31,920 +1,420	+5%	+$34.9K	0.06%	278
2015 Q2	$755K	Sell	30,500 -5,728	-16%	-$144K	0.06%	280
2015 Q1	$896K	Buy	36,228 +6,080	+20%	+$149K	0.07%	259
2014 Q4	$721K	Sell	30,148 -2,452	-8%	-$57.4K	0.06%	281
2014 Q3	$747K	Sell	32,600 -3,740	-10%	-$85.7K	0.07%	261
2014 Q2	$826K	Buy	36,340 +8,912	+32%	+$196K	0.08%	248
2014 Q1	$593K	Hold	27,428	–	–	0.06%	272
2013 Q4	$589K	Buy	27,428 +700	+3%	+$14.4K	0.06%	270
2013 Q3	$523K	Buy	+26,728	New	+$512K	0.06%	278

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KCM Investment Advisors's IWF Position: Q1 2026 in Review

KCM Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.25% in Q1 2026, selling an estimated $4.54K and leaving 15,672 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #174.

KCM Investment Advisors first reported a position in IWF in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.63M in Q4 2021. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

KCM Investment Advisors held 15,672 shares of iShares Russell 1000 Growth ETF worth $1.67M as of Q1 2026.
KCM Investment Advisors sold 40 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.54K.
iShares Russell 1000 Growth ETF made up 0.06% of KCM Investment Advisors's portfolio in Q1 2026, its #174 holding.
KCM Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2013 and has held it in 51 quarters since.
KCM Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $2.63M in Q4 2021.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.