Kraft Davis & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kraft Davis & Associates’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	–	Sell	-3,460	Closed	-$411K	–	157
2025 Q4	$411K	Sell	3,460 -172	-5%	-$20.4K	0.09%	100
2025 Q3	$429K	Sell	3,632 -1,592	-30%	-$177K	0.1%	95
2025 Q2	$576K	Sell	5,224 -29,908	-85%	-$2.86M	0.16%	76
2025 Q1	$2.99M	Sell	35,132 -45,508	-56%	-$4.49M	0.96%	31
2024 Q4	$8.27M	Sell	80,640 -2,028	-2%	-$199K	2.36%	13
2024 Q3	$7.76M	Sell	82,668 -2,032	-2%	-$184K	2.31%	15
2024 Q2	$7.48M	Buy	84,700 +1,976	+2%	+$169K	2.27%	15
2024 Q1	$6.96M	Sell	82,724 -15,184	-16%	-$1.22M	2.09%	15
2023 Q4	$7.71M	Buy	97,908 +8,336	+9%	+$589K	2.32%	19
2023 Q3	$5.89M	Sell	89,572 -900	-1%	-$62.1K	2.21%	18
2023 Q2	$6.25M	Buy	+90,472	New	+$5.75M	2.17%	19
2022 Q4	$5.14M	Buy	+86,096	New	+$4.74M	2.04%	21

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kraft Davis & Associates's IWF Position: Q1 2026 in Review

Kraft Davis & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 3,460 shares — an estimated $411K sold.

Kraft Davis & Associates first reported a position in IWF in Q4 2022 and held it in 12 quarters. The position peaked at $8.27M in Q4 2024. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Kraft Davis & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Kraft Davis & Associates sold 3,460 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $411K.
Kraft Davis & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 12 quarters.
Kraft Davis & Associates's iShares Russell 1000 Growth ETF position peaked at $8.27M in Q4 2024.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Kraft Davis & Associates's 13F filing for Q1 2026, filed 1 May 2026.