SGK
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Steigerwald Gordon & Koch’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Steigerwald Gordon & Koch’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 		$55.7K Hold
448
– – 0.01% 298
2026
Q1 		$47.8K Hold
448
– – ﹤0.01% 310
2025
Q4 		$53.1K Hold
448
– – 0.01% 305
2025
Q3 		$52.6K Buy
+448
New +$49.9K 0.01% 293

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steigerwald Gordon & Koch's IWF Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 448 shares worth $55.7K. The position accounts for 0.01% of the portfolio, ranked #298.

Steigerwald Gordon & Koch first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Steigerwald Gordon & Koch held 448 shares of iShares Russell 1000 Growth ETF worth $55.7K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #298 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.