KW
IWF icon

KWB Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

KWB Wealth’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 		$296K Buy
2,380
+156
+7% +$18.8K 0.03% 150
2026
Q1 		$263K Hold
2,224
– – 0.03% 147
2025
Q4 		$263K Buy
+2,224
New +$263K 0.02% 158

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

KWB Wealth's IWF Position: Q2 2026 in Review

KWB Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 7% in Q2 2026, buying an estimated $18.8K and bringing the position to 2,380 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #150.

KWB Wealth first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • KWB Wealth held 2,380 shares of iShares Russell 1000 Growth ETF worth $296K as of Q2 2026.
  • KWB Wealth bought 156 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $18.8K.
  • iShares Russell 1000 Growth ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #150 holding.
  • KWB Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.