PKS Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

PKS Advisory 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	$3.45M	Buy	27,783 +20,987	+309%	+$2.53M	0.55%	34
2026 Q1	$724K	Sell	6,796 -180	-3%	-$20.4K	0.17%	124
2025 Q4	$826K	Buy	6,976 +40	+0.6%	+$4.74K	0.19%	103
2025 Q3	$812K	Buy	6,936 +476	+7%	+$53K	0.17%	107
2025 Q2	$686K	Buy	6,460 +1,148	+22%	+$110K	0.17%	117
2025 Q1	$480K	Sell	5,312 -1,452	-21%	-$143K	0.13%	138
2024 Q4	$679K	Buy	+6,764	New	+$665K	0.17%	111

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

PKS Advisory Services's IWF Position: Q2 2026 in Review

PKS Advisory Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 309% in Q2 2026, buying an estimated $2.53M and bringing the position to 27,783 shares worth $3.45M. The position accounts for 0.55% of the portfolio, ranked #34.

PKS Advisory Services first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

PKS Advisory Services held 27,783 shares of iShares Russell 1000 Growth ETF worth $3.45M as of Q2 2026.
PKS Advisory Services bought 20,987 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.53M.
iShares Russell 1000 Growth ETF made up 0.55% of PKS Advisory Services's portfolio in Q2 2026, its #34 holding.
PKS Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.