Kestra Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kestra Advisory Services’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	$109M	Buy	876,866 +56,474	+7%	+$6.81M	0.35%	47
2026 Q1	$87.5M	Buy	820,392 +8,720	+1%	+$990K	0.33%	50
2025 Q4	$96M	Buy	811,672 +109,340	+16%	+$13M	0.4%	39
2025 Q3	$82.2M	Buy	702,332 +96,200	+16%	+$10.7M	0.38%	45
2025 Q2	$64.3M	Buy	606,132 +41,660	+7%	+$3.98M	0.31%	53
2025 Q1	$51M	Sell	564,472 -129,780	-19%	-$12.8M	0.25%	57
2024 Q4	$69.7M	Buy	694,252 +14,880	+2%	+$1.46M	0.38%	39
2024 Q3	$63.8M	Sell	679,372 -39,212	-5%	-$3.56M	0.35%	46
2024 Q2	$62M	Buy	718,584 +74,052	+11%	+$6.32M	0.35%	47
2024 Q1	$54.3M	Buy	644,532 +53,132	+9%	+$4.28M	0.36%	44
2023 Q4	$44.8M	Sell	591,400 -14,480	-2%	-$1.02M	0.36%	44
2023 Q3	$40.3M	Buy	605,880 +39,352	+7%	+$2.72M	0.4%	39
2023 Q2	$39M	Buy	566,528 +29,480	+5%	+$1.87M	0.39%	42
2023 Q1	$32.8M	Sell	537,048 -178,692	-25%	-$10.3M	0.36%	46
2022 Q4	$38.3M	Buy	715,740 +134,000	+23%	+$7.37M	0.34%	52
2022 Q3	$30.6M	Buy	581,740 +43,980	+8%	+$2.59M	0.33%	58
2022 Q2	$29.4M	Buy	537,760 +11,528	+2%	+$692K	0.3%	60
2022 Q1	$36.5M	Sell	526,232 -16,496	-3%	-$1.13M	0.38%	46
2021 Q4	$41.5M	Sell	542,728 -70,872	-12%	-$5.25M	0.42%	40
2021 Q3	$42M	Buy	613,600 +101,512	+20%	+$7.18M	0.42%	38
2021 Q2	$34.8M	Buy	512,088 +56,720	+12%	+$3.66M	0.39%	45
2021 Q1	$27.7M	Sell	455,368 -336,376	-42%	-$20.5M	0.35%	51
2020 Q4	$47.6M	Buy	791,744 +377,368	+91%	+$21.5M	0.55%	25
2020 Q3	$22.4M	Buy	+414,376	New	+$21.8M	0.42%	42

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

Kestra Advisory Services's IWF Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.9% in Q2 2026, buying an estimated $6.81M and bringing the position to 876,866 shares worth $109M. The position accounts for 0.35% of the portfolio, ranked #47.

Kestra Advisory Services first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kestra Advisory Services held 876,866 shares of iShares Russell 1000 Growth ETF worth $109M as of Q2 2026.
Kestra Advisory Services bought 56,474 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $6.81M.
iShares Russell 1000 Growth ETF made up 0.35% of Kestra Advisory Services's portfolio in Q2 2026, its #47 holding.
Kestra Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.