Kestra Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kestra Investment Management’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	$1.33M	Buy	10,708 +4,168	+64%	+$502K	0.03%	191
2026 Q1	$697K	Buy	+6,540	New	+$742K	0.01%	258
2025 Q3	–	Sell	-5,696	Closed	-$605K	–	589
2025 Q2	$605K	Sell	5,696 -140	-2%	-$13.4K	0.02%	258
2025 Q1	$527K	Buy	5,836 +3,520	+152%	+$347K	0.02%	261
2024 Q4	$233K	Sell	2,316 -24	-1%	-$2.36K	0.01%	332
2024 Q3	$220K	Buy	+2,340	New	+$212K	0.01%	312

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 Investment Management's IWF Position: Q2 2026 in Review

Kestra Investment Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 64% in Q2 2026, buying an estimated $502K and bringing the position to 10,708 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #191.

Kestra Investment Management first reported a position in IWF in Q3 2024 and has held it in 6 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kestra Investment Management held 10,708 shares of iShares Russell 1000 Growth ETF worth $1.33M as of Q2 2026.
Kestra Investment Management bought 4,168 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $502K.
iShares Russell 1000 Growth ETF made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #191 holding.
Kestra Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 6 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.