M. Kulyk & Associates
IWF icon

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
Q3 		$1.51M Buy
12,074
+126
+1% +$15.4K 0.25% 49
2026
Q2 		$1.48M Sell
11,948
-492
-4% -$59.3K 0.24% 52
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 $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

M. Kulyk & Associates's IWF Position: Q3 2026 in Review

M. Kulyk & Associates increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q3 2026, buying an estimated $15.4K and bringing the position to 12,074 shares worth $1.51M. The position accounts for 0.25% of the portfolio, ranked #49.

M. Kulyk & Associates first reported a position in IWF in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.7M in Q4 2021. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • M. Kulyk & Associates held 12,074 shares of iShares Russell 1000 Growth ETF worth $1.51M as of Q3 2026.
  • M. Kulyk & Associates bought 126 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $15.4K.
  • iShares Russell 1000 Growth ETF made up 0.25% of M. Kulyk & Associates's portfolio in Q3 2026, its #49 holding.
  • M. Kulyk & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • M. Kulyk & Associates's iShares Russell 1000 Growth ETF position peaked at $1.7M in Q4 2021.
  • 2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on M. Kulyk & Associates's 13F filing for Q3 2026, filed 10 Nov 2026.