Kovitz Investment Group Partners
IWF icon

Kovitz Investment Group Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kovitz Investment Group 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 		$2.67M Sell
21,471
-1,957
-8% -$236K 0.06% 191
2026
Q1 		$2.5M Sell
23,428
-68
-0.3% -$7.72K 0.06% 202
2025
Q4 		$2.78M Sell
23,496
-2,470,668
-99% -$293M 0.06% 196
2025
Q3 		$292M Sell
2,494,164
-24,476
-1% -$2.73M 1.14% 16
2025
Q2 		$267M Sell
2,518,640
-24,884
-1% -$2.38M 1.14% 16
2025
Q1 		$230M Sell
2,543,524
-32,244
-1% -$3.18M 1.15% 14
2024
Q4 		$259M Sell
2,575,768
-4,576
-0.2% -$450K 1.27% 12
2024
Q3 		$62.3M Sell
2,580,344
-3,660
-0.1% -$332K 0.44% 55
2024
Q2 		$235M Buy
2,584,004
+1,949,224
+307% +$166M 2.01% 6
2024
Q1 		$53.5M Buy
+634,780
New +$51.1M 0.68% 33
2021
Q4 		– Sell
-7,176
Closed -$492K – 436
2021
Q3 		$492K Buy
+7,176
New +$508K 0.01% 354
2020
Q1 		– Sell
-17,812
Closed -$783K – 382
2019
Q4 		$783K Sell
17,812
-1,796
-9% -$75K 0.02% 290
2019
Q3 		$783K Buy
19,608
+10,308
+111% +$413K 0.02% 286
2019
Q2 		$366K Sell
9,300
-208
-2% -$8.05K 0.01% 322
2019
Q1 		$360K Buy
+9,508
New +$342K 0.01% 327
2018
Q1 		– Sell
-14,456
Closed -$487K – 149
2017
Q4 		$487K Buy
14,456
+4,008
+38% +$131K 0.02% 117
2017
Q3 		$327K Sell
10,448
-1,700
-14% -$52K 0.02% 134
2017
Q2 		$361K Buy
12,148
+2,560
+27% +$75.2K 0.02% 131
2017
Q1 		$273K Hold
9,588
– – 0.02% 116
2016
Q4 		$251K Hold
9,588
– – 0.01% 108
2016
Q3 		$250K Buy
+9,588
New +$249K 0.02% 118

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kovitz Investment Group Partners's IWF Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.4% in Q2 2026, selling an estimated $236K and leaving 21,471 shares worth $2.67M. The position accounts for 0.06% of the portfolio, ranked #191.

Kovitz Investment Group Partners first reported a position in IWF in Q3 2016 and has held it in 21 quarters since. The position peaked at $292M in Q3 2025. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Kovitz Investment Group Partners held 21,471 shares of iShares Russell 1000 Growth ETF worth $2.67M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,957 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $236K.
  • iShares Russell 1000 Growth ETF made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #191 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and has held it in 21 quarters since.
  • Kovitz Investment Group Partners's iShares Russell 1000 Growth ETF position peaked at $292M in Q3 2025.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.