Kestra Private Wealth Services
IWF icon

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

Kestra Private Wealth 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
Q3 		$63M Buy
503,313
+14,629
+3% +$1.79M 0.67% 24
2026
Q2 		$60.7M Buy
488,684
+15,700
+3% +$1.89M 0.67% 25
2026
Q1 		$50.4M Buy
472,984
+55,908
+13% +$6.35M 0.62% 25
2025
Q4 		$49.4M Buy
417,076
+30,748
+8% +$3.64M 0.61% 25
2025
Q3 		$45.2M Sell
386,328
-15,812
-4% -$1.76M 0.59% 25
2025
Q2 		$42.7M Sell
402,140
-12,700
-3% -$1.21M 0.61% 25
2025
Q1 		$37.4M Buy
414,840
+15,832
+4% +$1.56M 0.62% 22
2024
Q4 		$40.1M Buy
399,008
+26,876
+7% +$2.64M 0.68% 23
2024
Q3 		$34.9M Sell
372,132
-53,584
-13% -$4.86M 0.64% 25
2024
Q2 		$38.8M Buy
425,716
+41,896
+11% +$3.58M 0.78% 21
2024
Q1 		$32.3M Buy
383,820
+37,380
+11% +$3.01M 0.73% 21
2023
Q4 		$26.3M Buy
346,440
+152,908
+79% +$10.8M 0.67% 21
2023
Q3 		$12.9M Buy
193,532
+76,544
+65% +$5.29M 0.4% 53
2023
Q2 		$8.05M Buy
116,988
+8,420
+8% +$535K 0.28% 92
2023
Q1 		$6.63M Buy
108,568
+15,756
+17% +$908K 0.26% 101
2022
Q4 		$4.97M Buy
92,812
+39,864
+75% +$2.19M 0.25% 106
2022
Q3 		$2.78M Buy
52,948
+2,028
+4% +$119K 0.16% 149
2022
Q2 		$2.78M Sell
50,920
-4,032
-7% -$242K 0.16% 151
2022
Q1 		$3.81M Sell
54,952
-872
-2% -$59.5K 0.19% 129
2021
Q4 		$4.26M Buy
55,824
+14,164
+34% +$1.05M 0.2% 120
2021
Q3 		$2.85M Buy
41,660
+9,896
+31% +$700K 0.16% 149
2021
Q2 		$2.16M Sell
31,764
-84
-0.3% -$5.42K 0.13% 173
2021
Q1 		$1.94M Sell
31,848
-1,852
-5% -$113K 0.13% 175
2020
Q4 		$2.03M Buy
33,700
+456
+1% +$26K 0.15% 159
2020
Q3 		$1.8M Buy
+33,244
New +$1.75M 0.16% 148

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kestra Private Wealth Services's IWF Position: Q3 2026 in Review

Kestra Private Wealth Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q3 2026, buying an estimated $1.79M and bringing the position to 503,313 shares worth $63M. The position accounts for 0.67% of the portfolio, ranked #24.

Kestra Private Wealth Services first reported a position in IWF in Q3 2020 and has held it in 25 quarters since. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Kestra Private Wealth Services held 503,313 shares of iShares Russell 1000 Growth ETF worth $63M as of Q3 2026.
  • Kestra Private Wealth Services bought 14,629 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.79M.
  • iShares Russell 1000 Growth ETF made up 0.67% of Kestra Private Wealth Services's portfolio in Q3 2026, its #24 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • 2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.