Caliber Wealth Management, LLC / KS IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 2067120
As of 2026-06-30, Caliber Wealth Management, LLC / KS reported 271.45K IWF (shares), valued at $33.71M, or 3.25% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 293.64%; reported value increased 14.63%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.25% | 271,447 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 3.22% | 68,958 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 3.62% | 71,061 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 3.79% | 72,590 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 3.50% | 76,709 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 0.45% | 9,133 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | Not reported | Not reported | No filing this quarter |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2025 | 0.45% | 9,133 | $3.30M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 3.50% | 76,709 | $32.57M | Shares increased 739.91%; reported value increased 887.59%, and weight changed +3.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 3.79% | 72,590 | $34.00M | Shares decreased 5.37%; reported value increased 4.40%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 3.62% | 71,061 | $33.63M | Shares decreased 2.11%; reported value decreased 1.08%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 3.22% | 68,958 | $29.40M | Shares decreased 2.96%; reported value decreased 12.58%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 3.25% | 271,447 | $33.71M | Shares increased 293.64%; reported value increased 14.63%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.