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 Q2	$1.17M	Hold	9,440	–	–	0.15%	57
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 $1.89T 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 22.9% 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

Kelman-Lazarov Inc's IWF Position: Q2 2026 in Review

Kelman-Lazarov Inc held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 9,440 shares worth $1.17M. The position accounts for 0.15% of the portfolio, ranked #57.

Kelman-Lazarov Inc first reported a position in IWF in Q1 2016 and has held it in 24 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kelman-Lazarov Inc held 9,440 shares of iShares Russell 1000 Growth ETF worth $1.17M as of Q2 2026.
Kelman-Lazarov Inc left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.15% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #57 holding.
Kelman-Lazarov Inc first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 24 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.