Keebeck Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Keebeck Wealth Management’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	$1.74M	Buy	13,984 +592	+4%	+$71.4K	0.17%	127
2026 Q1	$1.43M	Sell	13,392 -1,464	-10%	-$166K	0.16%	129
2025 Q4	$1.76M	Buy	14,856 +1,996	+16%	+$236K	0.2%	119
2025 Q3	$1.51M	Sell	12,860 -76	-0.6%	-$8.46K	0.18%	124
2025 Q2	$1.37M	Buy	12,936 +4,468	+53%	+$427K	0.18%	124
2025 Q1	$764K	Buy	8,468 +2,008	+31%	+$198K	0.11%	144
2024 Q4	$649K	Hold	6,460	–	–	0.09%	149
2024 Q3	$606K	Sell	6,460 -2,072	-24%	-$188K	0.09%	155
2024 Q2	$778K	Hold	8,532	–	–	0.11%	142
2024 Q1	$719K	Hold	8,532	–	–	0.11%	155
2023 Q4	$647K	Sell	8,532 -20	-0.2%	-$1.41K	0.11%	154
2023 Q3	$570K	Sell	8,552 -84	-1%	-$5.8K	0.1%	157
2023 Q2	$594K	Hold	8,636	–	–	0.08%	164
2023 Q1	$528K	Hold	8,636	–	–	0.09%	159
2022 Q4	$463K	Hold	8,636	–	–	0.08%	161
2022 Q3	$454K	Sell	8,636 -368	-4%	-$21.6K	0.09%	158
2022 Q2	$492K	Sell	9,004 -88,804	-91%	-$5.33M	0.09%	159
2022 Q1	$6.79M	Hold	97,808	–	–	1.13%	18
2021 Q4	$7.47M	Hold	97,808	–	–	1.33%	15
2021 Q3	$6.7M	Sell	97,808 -444	-0.5%	-$31.4K	1.32%	16
2021 Q2	$6.67M	Sell	98,252 -420	-0.4%	-$27.1K	0.96%	28
2021 Q1	$6M	Sell	98,672 -680	-0.7%	-$41.4K	0.93%	26
2020 Q4	$5.99M	Buy	99,352 +220	+0.2%	+$12.5K	1.04%	23
2020 Q3	$5.38M	Hold	99,132	–	–	1.11%	22
2020 Q2	$4.76M	Buy	99,132 +512	+0.5%	+$22.6K	1.5%	13
2020 Q1	$3.71M	Buy	98,620 +6,032	+7%	+$260K	1.55%	14
2019 Q4	$4.07M	Buy	+92,588	New	+$3.87M	1.29%	21

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Keebeck Wealth Management's IWF Position: Q2 2026 in Review

Keebeck Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q2 2026, buying an estimated $71.4K and bringing the position to 13,984 shares worth $1.74M. The position accounts for 0.17% of the portfolio, ranked #127.

Keebeck Wealth Management first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.47M in Q4 2021. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Keebeck Wealth Management held 13,984 shares of iShares Russell 1000 Growth ETF worth $1.74M as of Q2 2026.
Keebeck Wealth Management bought 592 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $71.4K.
iShares Russell 1000 Growth ETF made up 0.17% of Keebeck Wealth Management's portfolio in Q2 2026, its #127 holding.
Keebeck Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
Keebeck Wealth Management's iShares Russell 1000 Growth ETF position peaked at $7.47M in Q4 2021.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.