Kimelman & Baird’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kimelman & Baird’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	$55.4K	Hold	520	–	–	﹤0.01%	164
2025 Q4	$61.5K	Hold	520	–	–	﹤0.01%	159
2025 Q3	$60.9K	Hold	520	–	–	﹤0.01%	168
2025 Q2	$55.2K	Hold	520	–	–	﹤0.01%	179
2025 Q1	$46.9K	Hold	520	–	–	﹤0.01%	192
2024 Q4	$52.2K	Hold	520	–	–	﹤0.01%	183
2024 Q3	$48.8K	Hold	520	–	–	﹤0.01%	188
2024 Q2	$47.4K	Buy	+520	New	+$44.4K	﹤0.01%	189

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

Kimelman & Baird's IWF Position: Q1 2026 in Review

Kimelman & Baird held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 520 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Kimelman & Baird first reported a position in IWF in Q2 2024 and has held it in 8 quarters since. The position peaked at $61.5K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Kimelman & Baird held 520 shares of iShares Russell 1000 Growth ETF worth $55.4K as of Q1 2026.
Kimelman & Baird left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Kimelman & Baird's portfolio in Q1 2026, its #164 holding.
Kimelman & Baird first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Kimelman & Baird's iShares Russell 1000 Growth ETF position peaked at $61.5K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.