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

Keystone Financial Group (Kentucky)’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	$280K	Sell	2,624 -84	-3%	-$9.53K	0.02%	410
2025 Q4	$320K	Hold	2,708	–	–	0.02%	342
2025 Q3	$317K	Hold	2,708	–	–	0.02%	313
2025 Q2	$287K	Hold	2,708	–	–	0.03%	330
2025 Q1	$244K	Hold	2,708	–	–	0.02%	335
2024 Q4	$272K	Buy	2,708 +12	+0.4%	+$1.18K	0.03%	311
2024 Q3	$253K	Buy	+2,696	New	+$244K	0.03%	306
2024 Q2	–	Sell	-2,812	Closed	-$237K	–	234
2024 Q1	$237K	Buy	+2,812	New	+$227K	0.03%	296

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IWF Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.1% in Q1 2026, selling an estimated $9.53K and leaving 2,624 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #410.

Keystone Financial Group (Kentucky) first reported a position in IWF in Q1 2024 and has held it in 8 quarters since. The position peaked at $320K in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Keystone Financial Group (Kentucky) held 2,624 shares of iShares Russell 1000 Growth ETF worth $280K as of Q1 2026.
Keystone Financial Group (Kentucky) sold 84 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $9.53K.
iShares Russell 1000 Growth ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #410 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 8 quarters since.
Keystone Financial Group (Kentucky)'s iShares Russell 1000 Growth ETF position peaked at $320K in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.