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 Q2	$335K	Buy	2,694 +70	+3%	+$8.44K	0.02%	411
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 $1.89T 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

Keystone Financial Group (Kentucky) increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.7% in Q2 2026, buying an estimated $8.44K and bringing the position to 2,694 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #411.

Keystone Financial Group (Kentucky) first reported a position in IWF in Q1 2024 and has held it in 9 quarters since. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Keystone Financial Group (Kentucky) held 2,694 shares of iShares Russell 1000 Growth ETF worth $335K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 70 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $8.44K.
iShares Russell 1000 Growth ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #411 holding.
Keystone Financial Group (Kentucky) first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.