L.M. Kohn & Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History

L.M. Kohn & Company’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
2025 Q3	–	Sell	-2,816	Closed	-$299K	–	208
2025 Q2	$299K	Sell	2,816 -52	-2%	-$4.97K	0.08%	204
2025 Q1	$259K	Hold	2,868	–	–	0.07%	226
2024 Q4	$288K	Hold	2,868	–	–	0.07%	200
2024 Q3	$269K	Sell	2,868 -248	-8%	-$22.5K	0.07%	218
2024 Q2	$284K	Sell	3,116 -48	-2%	-$4.1K	0.08%	210
2024 Q1	$267K	Buy	+3,164	New	+$255K	0.08%	211

Other funds holding IWF

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

L.M. Kohn & Company's IWF Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2025, closing a stake of 2,816 shares — an estimated $299K sold.

L.M. Kohn & Company first reported a position in IWF in Q1 2024 and held it in 6 quarters. The position peaked at $299K in Q2 2025. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

L.M. Kohn & Company reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 2,816 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $299K.
L.M. Kohn & Company first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and held it in 6 quarters.
L.M. Kohn & Company's iShares Russell 1000 Growth ETF position peaked at $299K in Q2 2025.
2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.