Keystone Financial Group (Georgia)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Keystone Financial Group (Georgia)’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	$225K	Buy	1,810 +2	+0.1%	+$241	0.12%	51
2026 Q1	$193K	Hold	1,808	–	–	0.1%	57
2025 Q4	$214K	Hold	1,808	–	–	0.11%	60
2025 Q3	$211K	Buy	1,808 +4	+0.2%	+$445	0.12%	61
2025 Q2	$196K	Hold	1,804	–	–	0.12%	59
2025 Q1	$167K	Sell	1,804 -200	-10%	-$19.7K	0.12%	58
2024 Q4	$201K	Buy	+2,004	New	+$197K	0.16%	67

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SMCL

Sun Mountain Capital Ltd Tortola $184M AUM

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Keystone Financial Group (Georgia)'s IWF Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.11% in Q2 2026, buying an estimated $241 and bringing the position to 1,810 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #51.

Keystone Financial Group (Georgia) first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Keystone Financial Group (Georgia) held 1,810 shares of iShares Russell 1000 Growth ETF worth $225K as of Q2 2026.
Keystone Financial Group (Georgia) bought 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.12% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #51 holding.
Keystone Financial Group (Georgia) first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.