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

KDK Private 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	$4.44M	Buy	35,727 +39	+0.1%	+$4.7K	3.68%	6
2026 Q1	$3.8M	Sell	35,688 -20	-0.1%	-$2.27K	3.48%	5
2025 Q4	$4.23M	Sell	35,708 -880	-2%	-$104K	3.69%	5
2025 Q3	$4.28M	Sell	36,588 -656	-2%	-$73K	4.34%	5
2025 Q2	$3.95M	Buy	37,244 +4	+0%	+$382	4.22%	5
2025 Q1	$3.36M	Sell	37,240 -8	-0%	-$789	3.83%	5
2024 Q4	$3.74M	Buy	+37,248	New	+$3.66M	3.88%	6

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

KDK Private Wealth Management's IWF Position: Q2 2026 in Review

KDK Private Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.11% in Q2 2026, buying an estimated $4.7K and bringing the position to 35,727 shares worth $4.44M. The position accounts for 3.68% of the portfolio, ranked #6.

KDK Private Wealth Management first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,503 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

KDK Private Wealth Management held 35,727 shares of iShares Russell 1000 Growth ETF worth $4.44M as of Q2 2026.
KDK Private Wealth Management bought 39 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.7K.
iShares Russell 1000 Growth ETF made up 3.68% of KDK Private Wealth Management's portfolio in Q2 2026, its #6 holding.
KDK Private Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,503 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.