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

Kovack 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
Q1 		$1.53M Buy
14,280
+968
+7% +$110K 0.08% 239
2025
Q4 		$1.58M Buy
13,312
+7,628
+134% +$904K 0.07% 253
2025
Q3 		$666K Sell
5,684
-64
-1% -$7.13K 0.06% 266
2025
Q2 		$610K Buy
5,748
+68
+1% +$6.5K 0.06% 283
2025
Q1 		$513K Sell
5,680
-1,340
-19% -$132K 0.05% 296
2024
Q4 		$705K Buy
7,020
+64
+0.9% +$6.29K 0.07% 233
2024
Q3 		$653K Sell
6,956
-464
-6% -$42.1K 0.07% 246
2024
Q2 		$676K Sell
7,420
-200
-3% -$17.1K 0.07% 241
2024
Q1 		$642K Buy
7,620
+996
+15% +$80.2K 0.08% 217
2023
Q4 		$502K Buy
6,624
+304
+5% +$21.5K 0.06% 298
2023
Q3 		$420K Buy
6,320
+48
+0.8% +$3.31K 0.06% 299
2023
Q2 		$431K Buy
6,272
+956
+18% +$60.8K 0.06% 329
2023
Q1 		$325K Buy
5,316
+1,072
+25% +$61.8K 0.04% 391
2022
Q4 		$227K Buy
4,244
+8
+0.2% +$440 0.03% 485
2022
Q3 		$223K Sell
4,236
-2,272
-35% -$134K 0.03% 496
2022
Q2 		$356K Buy
6,508
+136
+2% +$8.16K 0.05% 403
2022
Q1 		$442K Buy
6,372
+1,056
+20% +$72.1K 0.05% 422
2021
Q4 		$406K Buy
5,316
+84
+2% +$6.23K 0.04% 429
2021
Q3 		$358K Buy
5,232
+124
+2% +$8.77K 0.04% 469
2021
Q2 		$347K Buy
5,108
+1,212
+31% +$78.1K 0.04% 459
2021
Q1 		$237K Sell
3,896
-28
-0.7% -$1.7K 0.03% 535
2020
Q4 		$237K Sell
3,924
-124
-3% -$7.06K 0.03% 472
2020
Q3 		$220K Sell
4,048
-584
-13% -$30.8K 0.04% 400
2020
Q2 		$222K Sell
4,632
-1,808
-28% -$79.7K 0.04% 383
2020
Q1 		$243K Buy
+6,440
New +$278K 0.06% 335
2018
Q4 		– Sell
-6,284
Closed -$245K – 457
2018
Q3 		$245K Buy
+6,284
New +$238K 0.06% 337
2014
Q4 		– Sell
-11,812
Closed -$271K – 176
2014
Q3 		$271K Buy
11,812
+1,208
+11% +$27.7K 0.4% 59
2014
Q2 		$241K Buy
+10,604
New +$233K 0.35% 67

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovack Advisors's IWF Position: Q1 2026 in Review

Kovack Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.3% in Q1 2026, buying an estimated $110K and bringing the position to 14,280 shares worth $1.53M. The position accounts for 0.08% of the portfolio, ranked #239.

Kovack Advisors first reported a position in IWF in Q2 2014 and has held it in 28 quarters since. The position peaked at $1.58M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Kovack Advisors held 14,280 shares of iShares Russell 1000 Growth ETF worth $1.53M as of Q1 2026.
  • Kovack Advisors bought 968 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $110K.
  • iShares Russell 1000 Growth ETF made up 0.08% of Kovack Advisors's portfolio in Q1 2026, its #239 holding.
  • Kovack Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 28 quarters since.
  • Kovack Advisors's iShares Russell 1000 Growth ETF position peaked at $1.58M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.