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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services's IWF Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.1% in Q1 2026, buying an estimated $990K and bringing the position to 820,392 shares worth $87.5M. The position accounts for 0.33% of the portfolio, ranked #50.

Kestra Advisory Services first reported a position in IWF in Q3 2020 and has held it in 23 quarters since. The position peaked at $96M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Kestra Advisory Services held 820,392 shares of iShares Russell 1000 Growth ETF worth $87.5M as of Q1 2026.
Kestra Advisory Services bought 8,720 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $990K.
iShares Russell 1000 Growth ETF made up 0.33% of Kestra Advisory Services's portfolio in Q1 2026, its #50 holding.
Kestra Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's iShares Russell 1000 Growth ETF position peaked at $96M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.