Kiley Juergens Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kiley Juergens Wealth Management’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	$361K	Hold	2,908	–	–	0.06%	181
2026 Q1	$310K	Buy	+2,908	New	+$330K	0.05%	181
2018 Q4	–	Sell	-4,124	Closed	-$160K	–	343
2018 Q3	$160K	Hold	4,124	–	–	0.12%	116
2018 Q2	$148K	Buy	+4,124	New	+$146K	0.13%	103
2018 Q1	–	Sell	-3,216	Closed	-$108K	–	343
2017 Q4	$108K	Buy	+3,216	New	+$105K	0.1%	118

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 22.96% 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

Kiley Juergens Wealth Management's IWF Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,908 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #181.

Kiley Juergens Wealth Management first reported a position in IWF in Q4 2017 and has held it in 5 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kiley Juergens Wealth Management held 2,908 shares of iShares Russell 1000 Growth ETF worth $361K as of Q2 2026.
Kiley Juergens Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #181 holding.
Kiley Juergens Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 5 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.