Kelleher Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kelleher Financial Advisors’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	$550K	Buy	4,432 +1,704	+62%	+$205K	0.08%	154
2026 Q1	$291K	Buy	2,728 +512	+23%	+$58.1K	0.07%	167
2025 Q4	$262K	Hold	2,216	–	–	0.06%	182
2025 Q3	$259K	Sell	2,216 -512	-19%	-$57K	0.06%	158
2025 Q2	$290K	Hold	2,728	–	–	0.1%	111
2025 Q1	$246K	Hold	2,728	–	–	0.1%	109
2024 Q4	$274K	Buy	2,728 +276	+11%	+$27.1K	0.1%	98
2024 Q3	$230K	Hold	2,452	–	–	0.09%	100
2024 Q2	$223K	Hold	2,452	–	–	0.09%	100
2024 Q1	$207K	Buy	+2,452	New	+$198K	0.09%	116

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

Kelleher Financial Advisors's IWF Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 62% in Q2 2026, buying an estimated $205K and bringing the position to 4,432 shares worth $550K. The position accounts for 0.08% of the portfolio, ranked #154.

Kelleher Financial Advisors first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kelleher Financial Advisors held 4,432 shares of iShares Russell 1000 Growth ETF worth $550K as of Q2 2026.
Kelleher Financial Advisors bought 1,704 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $205K.
iShares Russell 1000 Growth ETF made up 0.08% of Kelleher Financial Advisors's portfolio in Q2 2026, its #154 holding.
Kelleher Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.