KLCM Advisors
IWF icon

KLCM Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

KLCM Advisors’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
Q3 		$1.25M Sell
9,986
-994
-9% -$122K 0.1% 114
2026
Q2 		$1.36M Buy
10,980
+256
+2% +$30.9K 0.11% 116
2026
Q1 		$1.14M Buy
10,724
+108
+1% +$12.3K 0.1% 116
2025
Q4 		$1.26M Buy
+10,616
New +$1.26M 0.11% 104

Other funds holding IWF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KLCM Advisors's IWF Position: Q3 2026 in Review

KLCM Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.1% in Q3 2026, selling an estimated $122K and leaving 9,986 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #114.

KLCM Advisors first reported a position in IWF in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q2 2026. 2,060 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • KLCM Advisors held 9,986 shares of iShares Russell 1000 Growth ETF worth $1.25M as of Q3 2026.
  • KLCM Advisors sold 994 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $122K.
  • iShares Russell 1000 Growth ETF made up 0.1% of KLCM Advisors's portfolio in Q3 2026, its #114 holding.
  • KLCM Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • KLCM Advisors's iShares Russell 1000 Growth ETF position peaked at $1.36M in Q2 2026.
  • 2,060 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.