KMG Fiduciary Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

KMG Fiduciary Partners’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	$4.55M	Sell	36,643 -1,549	-4%	-$187K	0.42%	60
2026 Q1	$4.07M	Sell	38,192 -352	-0.9%	-$40K	0.3%	90
2025 Q4	$4.56M	Sell	38,544 -52	-0.1%	-$6.16K	0.32%	76
2025 Q3	$4.52M	Sell	38,596 -184	-0.5%	-$20.5K	0.3%	75
2025 Q2	$4.12M	Sell	38,780 -96	-0.2%	-$9.18K	0.31%	78
2025 Q1	$3.51M	Sell	38,876 -936	-2%	-$92.3K	0.29%	85
2024 Q4	$4M	Sell	39,812 -2,172	-5%	-$214K	0.33%	78
2024 Q3	$3.94M	Sell	41,984 -1,116	-3%	-$101K	0.34%	76
2024 Q2	$3.93M	Sell	43,100 -568	-1%	-$48.5K	0.39%	63
2024 Q1	$3.68M	Sell	43,668 -1,424	-3%	-$115K	0.38%	63
2023 Q4	$3.42M	Sell	45,092 -992	-2%	-$70.2K	0.4%	65
2023 Q3	$3.06M	Sell	46,084 -2,984	-6%	-$206K	0.4%	64
2023 Q2	$3.38M	Sell	49,068 -8,600	-15%	-$547K	0.44%	60
2023 Q1	$3.52M	Sell	57,668 -41,224	-42%	-$2.38M	0.51%	53
2022 Q4	$5.3M	Buy	98,892 +10,240	+12%	+$563K	0.87%	28
2022 Q3	$4.66M	Sell	88,652 -9,012	-9%	-$530K	0.9%	28
2022 Q2	$5.34M	Sell	97,664 -10,080	-9%	-$605K	1%	28
2022 Q1	$7.48M	Sell	107,744 -1,508	-1%	-$103K	1.2%	18
2021 Q4	$8.35M	Sell	109,252 -108	-0.1%	-$8.01K	1.29%	15
2021 Q3	$7.49M	Sell	109,360 -3,360	-3%	-$238K	1.27%	16
2021 Q2	$7.65M	Buy	112,720 +724	+0.6%	+$46.7K	1.35%	17
2021 Q1	$6.8M	Buy	111,996 +176	+0.2%	+$10.7K	1.33%	19
2020 Q4	$6.68M	Sell	111,820 -3,952	-3%	-$225K	1.41%	17
2020 Q3	$6.28M	Sell	115,772 -3,384	-3%	-$178K	1.56%	15
2020 Q2	$5.72M	Sell	119,156 -2,344	-2%	-$103K	1.59%	15
2020 Q1	$4.58M	Sell	121,500 -16,468	-12%	-$710K	1.49%	22
2019 Q4	$6.07M	Sell	137,968 -64,016	-32%	-$2.67M	1.85%	19
2019 Q3	$8.06M	Sell	201,984 -4,092	-2%	-$164K	2.74%	8
2019 Q2	$8.11M	Sell	206,076 -22,884	-10%	-$886K	2.93%	8
2019 Q1	$8.66M	Sell	228,960 -59,268	-21%	-$2.13M	3.29%	4
2018 Q4	$9.43M	Buy	+288,228	New	+$10.2M	4.29%	3

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

KMG Fiduciary Partners's IWF Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.1% in Q2 2026, selling an estimated $187K and leaving 36,643 shares worth $4.55M. The position accounts for 0.42% of the portfolio, ranked #60.

KMG Fiduciary Partners first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.43M in Q4 2018. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

KMG Fiduciary Partners held 36,643 shares of iShares Russell 1000 Growth ETF worth $4.55M as of Q2 2026.
KMG Fiduciary Partners sold 1,549 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $187K.
iShares Russell 1000 Growth ETF made up 0.42% of KMG Fiduciary Partners's portfolio in Q2 2026, its #60 holding.
KMG Fiduciary Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
KMG Fiduciary Partners's iShares Russell 1000 Growth ETF position peaked at $9.43M in Q4 2018.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.