Klingenstein Fields & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Klingenstein Fields & Co’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	$251K	Sell	2,020 -80	-4%	-$9.64K	0.01%	176
2026 Q1	$224K	Hold	2,100	–	–	0.01%	174
2025 Q4	$249K	Hold	2,100	–	–	0.01%	168
2025 Q3	$246K	Sell	2,100 -3,320	-61%	-$370K	0.01%	179
2025 Q2	$575K	Sell	5,420 -200	-4%	-$19.1K	0.02%	114
2025 Q1	$507K	Sell	5,620 -1,228	-18%	-$121K	0.02%	116
2024 Q4	$688K	Buy	6,848 +1,820	+36%	+$179K	0.03%	107
2024 Q3	$472K	Hold	5,028	–	–	0.02%	123
2024 Q2	$458K	Hold	5,028	–	–	0.02%	122
2024 Q1	$424K	Sell	5,028 -92	-2%	-$7.41K	0.02%	128
2023 Q4	$388K	Hold	5,120	–	–	0.02%	126
2023 Q3	$340K	Buy	5,120 +92	+2%	+$6.35K	0.02%	129
2023 Q2	$346K	Sell	5,028 -80	-2%	-$5.09K	0.02%	125
2023 Q1	$312K	Sell	5,108 -1,000	-16%	-$57.6K	0.02%	136
2022 Q4	$327K	Buy	6,108 +800	+15%	+$44K	0.02%	137
2022 Q3	$279K	Hold	5,308	–	–	0.02%	142
2022 Q2	$290K	Hold	5,308	–	–	0.02%	140
2022 Q1	$368K	Sell	5,308 -72	-1%	-$4.92K	0.02%	142
2021 Q4	$411K	Hold	5,380	–	–	0.02%	141
2021 Q3	$369K	Sell	5,380 -140	-3%	-$9.9K	0.02%	153
2021 Q2	$375K	Hold	5,520	–	–	0.02%	151
2021 Q1	$335K	Hold	5,520	–	–	0.02%	154
2020 Q4	$333K	Hold	5,520	–	–	0.02%	153
2020 Q3	$299K	Hold	5,520	–	–	0.01%	156
2020 Q2	$265K	Hold	5,520	–	–	0.01%	159
2020 Q1	$208K	Hold	5,520	–	–	0.01%	166
2019 Q4	$243K	Sell	5,520 -500	-8%	-$20.9K	0.01%	170
2019 Q3	$240K	Sell	6,020 -800	-12%	-$32.1K	0.01%	175
2019 Q2	$268K	Sell	6,820 -2,000	-23%	-$77.4K	0.01%	172
2019 Q1	$334K	Sell	8,820 -1,444	-14%	-$51.9K	0.02%	162
2018 Q4	$336K	Sell	10,264 -1,064	-9%	-$37.5K	0.01%	160
2018 Q3	$442K	Sell	11,328 -800	-7%	-$30.3K	0.02%	159
2018 Q2	$436K	Hold	12,128	–	–	0.02%	161
2018 Q1	$413K	Hold	12,128	–	–	0.02%	160
2017 Q4	$408K	Hold	12,128	–	–	0.02%	167
2017 Q3	$379K	Buy	12,128 +3,320	+38%	+$102K	0.01%	165
2017 Q2	$262K	Buy	8,808 +644	+8%	+$18.9K	0.01%	191
2017 Q1	$232K	Hold	8,164	–	–	0.01%	201
2016 Q4	$214K	Hold	8,164	–	–	0.01%	214
2016 Q3	$213K	Hold	8,164	–	–	0.01%	209
2016 Q2	$205K	Hold	8,164	–	–	0.01%	202
2016 Q1	$204K	Hold	8,164	–	–	0.01%	203
2015 Q4	$203K	Sell	8,164 -1,600	-16%	-$39.9K	0.01%	206
2015 Q3	$227K	Hold	9,764	–	–	0.01%	208
2015 Q2	$242K	Sell	9,764 -336	-3%	-$8.45K	0.01%	222
2015 Q1	$250K	Sell	10,100 -200	-2%	-$4.89K	0.01%	218
2014 Q4	$246K	Hold	10,300	–	–	0.01%	214
2014 Q3	$236K	Hold	10,300	–	–	0.01%	221
2014 Q2	$234K	Sell	10,300 -1,600	-13%	-$35.1K	0.01%	226
2014 Q1	$257K	Hold	11,900	–	–	0.01%	223
2013 Q4	$256K	Hold	11,900	–	–	0.01%	270
2013 Q3	$233K	Sell	11,900 -2,808	-19%	-$53.8K	0.01%	277
2013 Q2	$267K	Buy	+14,708	New	+$269K	0.01%	269

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 22.96% 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

Klingenstein Fields & Co's IWF Position: Q2 2026 in Review

Klingenstein Fields & Co reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.8% in Q2 2026, selling an estimated $9.64K and leaving 2,020 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #176.

Klingenstein Fields & Co first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. The position peaked at $688K in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Klingenstein Fields & Co held 2,020 shares of iShares Russell 1000 Growth ETF worth $251K as of Q2 2026.
Klingenstein Fields & Co sold 80 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.64K.
iShares Russell 1000 Growth ETF made up 0.01% of Klingenstein Fields & Co's portfolio in Q2 2026, its #176 holding.
Klingenstein Fields & Co first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Klingenstein Fields & Co's iShares Russell 1000 Growth ETF position peaked at $688K in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.