Kendall Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kendall Capital 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 Q1	$567K	Sell	5,320 -40	-0.7%	-$4.54K	0.12%	151
2025 Q4	$634K	Sell	5,360 -40	-0.7%	-$4.74K	0.13%	147
2025 Q3	$632K	Sell	5,400 -60	-1%	-$6.68K	0.14%	137
2025 Q2	$580K	Sell	5,460 -3,300	-38%	-$316K	0.15%	138
2025 Q1	$791K	Sell	8,760 -1,340	-13%	-$132K	0.23%	110
2024 Q4	$1.01M	Sell	10,100 -620	-6%	-$61K	0.3%	87
2024 Q3	$1.01M	Sell	10,720 -2,420	-18%	-$219K	0.31%	89
2024 Q2	$1.2M	Sell	13,140 -2,212	-14%	-$189K	0.4%	74
2024 Q1	$1.29M	Sell	15,352 -800	-5%	-$64.5K	0.45%	71
2023 Q4	$1.22M	Sell	16,152 -20	-0.1%	-$1.41K	0.48%	68
2023 Q3	$1.07M	Sell	16,172 -3,428	-17%	-$237K	0.48%	66
2023 Q2	$1.35M	Sell	19,600 -40	-0.2%	-$2.54K	0.59%	54
2023 Q1	$1.2M	Sell	19,640 -600	-3%	-$34.6K	0.58%	57
2022 Q4	$1.08M	Buy	20,240 +1,228	+6%	+$67.5K	0.55%	61
2022 Q3	$1M	Hold	19,012	–	–	0.58%	55
2022 Q2	$1.04M	Sell	19,012 -340	-2%	-$20.4K	0.57%	54
2022 Q1	$1.34M	Sell	19,352 -648	-3%	-$44.2K	0.65%	46
2021 Q4	$1.53M	Hold	20,000	–	–	0.73%	39
2021 Q3	$1.37M	Sell	20,000 -400	-2%	-$28.3K	0.74%	44
2021 Q2	$1.39M	Sell	20,400 -1,000	-5%	-$64.5K	0.78%	41
2021 Q1	$1.3M	Sell	21,400 -1,600	-7%	-$97.4K	0.8%	41
2020 Q4	$1.39M	Sell	23,000 -2,000	-8%	-$114K	1.01%	35
2020 Q3	$1.36M	Sell	25,000 -4,000	-14%	-$211K	1.18%	29
2020 Q2	$1.39M	Hold	29,000	–	–	1.33%	23
2020 Q1	$1.09M	Hold	29,000	–	–	1.24%	29
2019 Q4	$1.27M	Hold	29,000	–	–	1%	40
2019 Q3	$1.16M	Hold	29,000	–	–	1.02%	35
2019 Q2	$1.14M	Hold	29,000	–	–	1.03%	34
2019 Q1	$1.1M	Hold	29,000	–	–	1.04%	34
2018 Q4	$949K	Hold	29,000	–	–	0.98%	34
2018 Q3	$1.13M	Sell	29,000 -1,340	-4%	-$50.7K	0.96%	32
2018 Q2	$1.09M	Buy	30,340 +24,000	+379%	+$847K	0.96%	36
2018 Q1	$216K	Hold	6,340	–	–	0.19%	99
2017 Q4	$213K	Buy	+6,340	New	+$208K	0.19%	102

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

Kendall Capital Management's IWF Position: Q1 2026 in Review

Kendall Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.75% in Q1 2026, selling an estimated $4.54K and leaving 5,320 shares worth $567K. The position accounts for 0.12% of the portfolio, ranked #151.

Kendall Capital Management first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.53M in Q4 2021. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Kendall Capital Management held 5,320 shares of iShares Russell 1000 Growth ETF worth $567K as of Q1 2026.
Kendall Capital Management sold 40 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $4.54K.
iShares Russell 1000 Growth ETF made up 0.12% of Kendall Capital Management's portfolio in Q1 2026, its #151 holding.
Kendall Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
Kendall Capital Management's iShares Russell 1000 Growth ETF position peaked at $1.53M in Q4 2021.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.