Kiely Wealth Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kiely Wealth Advisory Group’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
2024 Q4	$192K	Hold	1,864	–	–	0.12%	62
2024 Q3	$186K	Hold	1,864	–	–	0.12%	64
2024 Q2	$159K	Hold	1,864	–	–	0.09%	56
2024 Q1	$153K	Hold	1,864	–	–	0.09%	52
2023 Q4	$147K	Buy	+1,864	New	+$132K	0.09%	57

Other funds holding IWF

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

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Kiely Wealth Advisory Group's IWF Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2024 at 1,864 shares worth $192K. The position accounts for 0.12% of the portfolio, ranked #62.

Kiely Wealth Advisory Group first reported a position in IWF in Q4 2023 and has held it in 5 quarters since. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Kiely Wealth Advisory Group held 1,864 shares of iShares Russell 1000 Growth ETF worth $192K as of Q4 2024.
Kiely Wealth Advisory Group left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 1000 Growth ETF made up 0.12% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #62 holding.
Kiely Wealth Advisory Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 5 quarters since.
2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.