Kellett Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kellett Wealth 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	$377K	Buy	3,037 +1	+0%	+$121	0.18%	61
2026 Q1	$324K	Buy	3,036 +4	+0.1%	+$454	0.18%	59
2025 Q4	$359K	Buy	3,032 +528	+21%	+$62.5K	0.21%	57
2025 Q3	$293K	Buy	2,504 +132	+6%	+$14.7K	0.18%	58
2025 Q2	$252K	Buy	2,372 +4	+0.2%	+$382	0.16%	59
2025 Q1	$214K	Hold	2,368	–	–	0.15%	69
2024 Q4	$238K	Buy	2,368 +28	+1%	+$2.75K	0.16%	60
2024 Q3	$220K	Buy	2,340 +4	+0.2%	+$363	0.16%	65
2024 Q2	$213K	Sell	2,336 -388	-14%	-$33.1K	0.17%	65
2024 Q1	$229K	Buy	+2,724	New	+$219K	0.16%	76

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kellett Wealth Advisors's IWF Position: Q2 2026 in Review

Kellett Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q2 2026, buying an estimated $121 and bringing the position to 3,037 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #61.

Kellett Wealth Advisors first reported a position in IWF in Q1 2024 and has held it in 10 quarters since. 983 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kellett Wealth Advisors held 3,037 shares of iShares Russell 1000 Growth ETF worth $377K as of Q2 2026.
Kellett Wealth Advisors bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.18% of Kellett Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Kellett Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
983 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.