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M. Kulyk & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

M. Kulyk & 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 		$1.33M Hold
12,440
– – 0.25% 50
2025
Q4 		$1.47M Sell
12,440
-20
-0.2% -$2.37K 0.28% 49
2025
Q3 		$1.46M Sell
12,460
-116
-0.9% -$12.9K 0.3% 49
2025
Q2 		$1.33M Hold
12,576
– – 0.29% 56
2025
Q1 		$1.14M Sell
12,576
-1,620
-11% -$160K 0.26% 57
2024
Q4 		$1.43M Sell
14,196
-164
-1% -$16.1K 0.31% 55
2024
Q3 		$1.35M Hold
14,360
– – 0.27% 54
2024
Q2 		$1.31M Sell
14,360
-948
-6% -$80.9K 0.3% 53
2024
Q1 		$1.29M Hold
15,308
– – 0.3% 52
2023
Q4 		$1.16M Sell
15,308
-536
-3% -$37.9K 0.27% 57
2023
Q3 		$1.05M Sell
15,844
-3,648
-19% -$252K 0.29% 55
2023
Q2 		$1.34M Hold
19,492
– – 0.37% 56
2023
Q1 		$1.19M Hold
19,492
– – 0.36% 55
2022
Q4 		$1.04M Sell
19,492
-424
-2% -$23.3K 0.35% 56
2022
Q3 		$1.05M Hold
19,916
– – 0.36% 56
2022
Q2 		$1.09M Sell
19,916
-80
-0.4% -$4.8K 0.34% 50
2022
Q1 		$1.39M Sell
19,996
-2,232
-10% -$152K 0.38% 48
2021
Q4 		$1.7M Sell
22,228
-400
-2% -$29.7K 0.44% 44
2021
Q3 		$1.55M Buy
22,628
+64
+0.3% +$4.53K 0.5% 41
2021
Q2 		$1.53M Hold
22,564
– – 0.55% 40
2021
Q1 		$1.37M Sell
22,564
-3,940
-15% -$240K 0.51% 42
2020
Q4 		$1.6M Buy
+26,504
New +$1.51M 0.89% 37

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M. Kulyk & Associates's IWF Position: Q1 2026 in Review

M. Kulyk & Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 12,440 shares worth $1.33M. The position accounts for 0.25% of the portfolio, ranked #50.

M. Kulyk & Associates first reported a position in IWF in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.7M in Q4 2021. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • M. Kulyk & Associates held 12,440 shares of iShares Russell 1000 Growth ETF worth $1.33M as of Q1 2026.
  • M. Kulyk & Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Growth ETF made up 0.25% of M. Kulyk & Associates's portfolio in Q1 2026, its #50 holding.
  • M. Kulyk & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • M. Kulyk & Associates's iShares Russell 1000 Growth ETF position peaked at $1.7M in Q4 2021.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.