Kingswood Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kingswood Wealth Advisors’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	$6.41M	Sell	51,647 -1,873	-3%	-$226K	0.26%	88
2026 Q1	$5.71M	Sell	53,520 -5,732	-10%	-$651K	0.27%	82
2025 Q4	$7.01M	Buy	59,252 +16,996	+40%	+$2.01M	0.34%	58
2025 Q3	$4.95M	Buy	42,256 +19,176	+83%	+$2.14M	0.3%	80
2025 Q2	$2.45M	Buy	23,080 +968	+4%	+$92.6K	0.19%	114
2025 Q1	$2M	Sell	22,112 -9,180	-29%	-$906K	0.18%	135
2024 Q4	$3.14M	Sell	31,292 -23,512	-43%	-$2.31M	0.24%	94
2024 Q3	$5.14M	Buy	54,804 +16,468	+43%	+$1.49M	0.37%	60
2024 Q2	$3.49M	Sell	38,336 -140	-0.4%	-$12K	0.31%	69
2024 Q1	$3.24M	Buy	38,476 +5,128	+15%	+$413K	0.37%	54
2023 Q4	$2.53M	Buy	33,348 +28,752	+626%	+$2.03M	0.29%	72
2023 Q3	$2.09M	Sell	4,596 -3,924	-46%	-$271K	0.36%	73
2023 Q2	$586K	Buy	+8,520	New	+$542K	0.19%	119

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

Kingswood Wealth Advisors's IWF Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.5% in Q2 2026, selling an estimated $226K and leaving 51,647 shares worth $6.41M. The position accounts for 0.26% of the portfolio, ranked #88.

Kingswood Wealth Advisors first reported a position in IWF in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.01M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Kingswood Wealth Advisors held 51,647 shares of iShares Russell 1000 Growth ETF worth $6.41M as of Q2 2026.
Kingswood Wealth Advisors sold 1,873 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $226K.
iShares Russell 1000 Growth ETF made up 0.26% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Kingswood Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $7.01M in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.