Kesler Norman & Wride’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kesler Norman & Wride’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	$1.46M	Hold	11,728	–	–	0.23%	107
2026 Q1	$1.25M	Hold	11,728	–	–	0.22%	108
2025 Q4	$1.39M	Buy	+11,728	New	+$1.39M	0.24%	96
2025 Q3	–	Sell	-8,288	Closed	-$880K	–	234
2025 Q2	$880K	Buy	+8,288	New	+$792K	0.16%	144

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

Kesler Norman & Wride's IWF Position: Q2 2026 in Review

Kesler Norman & Wride held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 11,728 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #107.

Kesler Norman & Wride first reported a position in IWF in Q2 2025 and has held it in 4 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kesler Norman & Wride held 11,728 shares of iShares Russell 1000 Growth ETF worth $1.46M as of Q2 2026.
Kesler Norman & Wride left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.23% of Kesler Norman & Wride's portfolio in Q2 2026, its #107 holding.
Kesler Norman & Wride first reported a position in iShares Russell 1000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.