Kelman-Lazarov Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kelman-Lazarov Inc’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	$1.01M	Sell	9,440 -28	-0.3%	-$3.18K	0.14%	62
2025 Q4	$1.12M	Hold	9,468	–	–	0.16%	57
2025 Q3	$1.11M	Sell	9,468 -276	-3%	-$30.7K	0.16%	57
2025 Q2	$1.03M	Sell	9,744 -384	-4%	-$36.7K	0.17%	56
2025 Q1	$914K	Buy	10,128 +7,652	+309%	+$755K	0.17%	55
2024 Q4	$249K	Hold	2,476	–	–	0.04%	96
2024 Q3	$232K	Sell	2,476 -612	-20%	-$55.5K	0.04%	100
2024 Q2	$281K	Sell	3,088 -52	-2%	-$4.44K	0.05%	91
2024 Q1	$265K	Hold	3,140	–	–	0.05%	91
2023 Q4	$238K	Sell	3,140 -20	-0.6%	-$1.41K	0.05%	94
2023 Q3	$210K	Sell	3,160 -120	-4%	-$8.29K	0.05%	96
2023 Q2	$226K	Buy	+3,280	New	+$209K	0.05%	93
2018 Q4	–	Sell	-7,808	Closed	-$304K	–	98
2018 Q3	$304K	Hold	7,808	–	–	0.18%	83
2018 Q2	$281K	Sell	7,808 -720	-8%	-$25.4K	0.15%	91
2018 Q1	$290K	Hold	8,528	–	–	0.16%	90
2017 Q4	$287K	Hold	8,528	–	–	0.15%	97
2017 Q3	$267K	Hold	8,528	–	–	0.14%	102
2017 Q2	$254K	Hold	8,528	–	–	0.14%	105
2017 Q1	$243K	Hold	8,528	–	–	0.16%	94
2016 Q4	$224K	Hold	8,528	–	–	0.13%	102
2016 Q3	$221K	Hold	8,528	–	–	0.13%	105
2016 Q2	$215K	Buy	8,528 +860	+11%	+$21.5K	0.12%	108
2016 Q1	$193K	Buy	+7,668	New	+$181K	0.11%	118

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

Kelman-Lazarov Inc's IWF Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.3% in Q1 2026, selling an estimated $3.18K and leaving 9,440 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #62.

Kelman-Lazarov Inc first reported a position in IWF in Q1 2016 and has held it in 23 quarters since. The position peaked at $1.12M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Kelman-Lazarov Inc held 9,440 shares of iShares Russell 1000 Growth ETF worth $1.01M as of Q1 2026.
Kelman-Lazarov Inc sold 28 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.18K.
iShares Russell 1000 Growth ETF made up 0.14% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #62 holding.
Kelman-Lazarov Inc first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 23 quarters since.
Kelman-Lazarov Inc's iShares Russell 1000 Growth ETF position peaked at $1.12M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.