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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Private Wealth Services's IWF Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q1 2026, buying an estimated $6.35M and bringing the position to 472,984 shares worth $50.4M. The position accounts for 0.62% of the portfolio, ranked #25.

Kestra Private Wealth Services first reported a position in IWF in Q3 2020 and has held it in 23 quarters since. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Kestra Private Wealth Services held 472,984 shares of iShares Russell 1000 Growth ETF worth $50.4M as of Q1 2026.
  • Kestra Private Wealth Services bought 55,908 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $6.35M.
  • iShares Russell 1000 Growth ETF made up 0.62% of Kestra Private Wealth Services's portfolio in Q1 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 23 quarters since.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.