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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
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 		$2.79M 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Private Wealth Services's IWF Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.3% in Q2 2026, buying an estimated $1.89M and bringing the position to 488,684 shares worth $60.7M. The position accounts for 0.67% of the portfolio, ranked #25.

Kestra Private Wealth Services first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Kestra Private Wealth Services held 488,684 shares of iShares Russell 1000 Growth ETF worth $60.7M as of Q2 2026.
  • Kestra Private Wealth Services bought 15,700 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.89M.
  • iShares Russell 1000 Growth ETF made up 0.67% of Kestra Private Wealth Services's portfolio in Q2 2026, its #25 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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