Kovack Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.87M | Buy |
15,091
+811
| +6% | +$97.8K | 0.09% | 227 |
|
|
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% | +$6.3K | 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
Kovack Advisors's IWF Position: Q2 2026 in Review
Kovack Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q2 2026, buying an estimated $97.8K and bringing the position to 15,091 shares worth $1.87M. The position accounts for 0.09% of the portfolio, ranked #227.
Kovack Advisors first reported a position in IWF in Q2 2014 and has held it in 29 quarters since. 2,523 funds tracked by Wall St. Rank hold IWF as of Q2 2026.
- Kovack Advisors held 15,091 shares of iShares Russell 1000 Growth ETF worth $1.87M as of Q2 2026.
- Kovack Advisors bought 811 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $97.8K.
- iShares Russell 1000 Growth ETF made up 0.09% of Kovack Advisors's portfolio in Q2 2026, its #227 holding.
- Kovack Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 29 quarters since.
- 2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.