Keudell/Morrison Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Keudell/Morrison Wealth 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 Q1	–	Sell	-4,044	Closed	-$479K	–	253
2025 Q4	$479K	Buy	+4,044	New	+$479K	0.1%	134
2024 Q1	–	Sell	-9,176	Closed	-$695K	–	208
2023 Q4	$695K	Buy	+9,176	New	+$649K	0.23%	82
2023 Q1	–	Sell	-19,424	Closed	-$1.04M	–	189
2022 Q4	$1.04M	Buy	+19,424	New	+$1.07M	0.33%	52
2022 Q1	–	Sell	-4,752	Closed	-$363K	–	190
2021 Q4	$363K	Buy	+4,752	New	+$352K	0.14%	125

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Keudell/Morrison Wealth Management's IWF Position: Q1 2026 in Review

Keudell/Morrison Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 4,044 shares — an estimated $479K sold.

Keudell/Morrison Wealth Management first reported a position in IWF in Q4 2021 and held it in 4 quarters. The position peaked at $1.04M in Q4 2022. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Keudell/Morrison Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Keudell/Morrison Wealth Management sold 4,044 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $479K.
Keudell/Morrison Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 4 quarters.
Keudell/Morrison Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.04M in Q4 2022.
2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.