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Keystone Wealth Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Keystone 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
Q2 		$1.3M Sell
10,506
-170
-2% -$20.5K 0.24% 101
2026
Q1 		$1.14M Sell
10,676
-2,180
-17% -$247K 0.24% 105
2025
Q4 		$1.52M Buy
12,856
+28
+0.2% +$3.32K 0.32% 62
2025
Q3 		$1.5M Sell
12,828
-8
-0.1% -$891 0.33% 71
2025
Q2 		$1.36M Sell
12,836
-4,736
-27% -$453K 0.33% 75
2025
Q1 		$1.59M Sell
17,572
-360
-2% -$35.5K 0.43% 54
2024
Q4 		$1.8M Buy
17,932
+588
+3% +$57.8K 0.48% 46
2024
Q3 		$1.63M Buy
17,344
+7,704
+80% +$698K 0.45% 52
2024
Q2 		$878K Buy
9,640
+4
+0% +$342 0.27% 90
2024
Q1 		$812K Buy
9,636
+96
+1% +$7.74K 0.26% 96
2023
Q4 		$723K Buy
9,540
+12
+0.1% +$849 0.25% 92
2023
Q3 		$634K Sell
9,528
-80
-0.8% -$5.52K 0.24% 94
2023
Q2 		$661K Buy
9,608
+4
+0% +$254 0.25% 90
2023
Q1 		$587K Buy
9,604
+8
+0.1% +$461 0.24% 99
2022
Q4 		$514K Buy
9,596
+1,604
+20% +$88.2K 0.22% 101
2022
Q3 		$420K Buy
7,992
+1,040
+15% +$61.2K 0.2% 96
2022
Q2 		$380K Sell
6,952
-4
-0.1% -$240 0.17% 105
2022
Q1 		$483K Sell
6,956
-400
-5% -$27.3K 0.19% 99
2021
Q4 		$562K Buy
+7,356
New +$545K 0.23% 88

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Keystone Wealth Services's IWF Position: Q2 2026 in Review

Keystone Wealth Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q2 2026, selling an estimated $20.5K and leaving 10,506 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #101.

Keystone Wealth Services first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q4 2024. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Keystone Wealth Services held 10,506 shares of iShares Russell 1000 Growth ETF worth $1.3M as of Q2 2026.
  • Keystone Wealth Services sold 170 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $20.5K.
  • iShares Russell 1000 Growth ETF made up 0.24% of Keystone Wealth Services's portfolio in Q2 2026, its #101 holding.
  • Keystone Wealth Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's iShares Russell 1000 Growth ETF position peaked at $1.8M in Q4 2024.
  • 2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.