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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PKS Advisory Services's IWF Position: Q1 2026 in Review

PKS Advisory Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q1 2026, selling an estimated $20.4K and leaving 6,796 shares worth $724K. The position accounts for 0.17% of the portfolio, ranked #124.

PKS Advisory Services first reported a position in IWF in Q4 2024 and has held it in 6 quarters since. The position peaked at $826K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

PKS Advisory Services held 6,796 shares of iShares Russell 1000 Growth ETF worth $724K as of Q1 2026.
PKS Advisory Services sold 180 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $20.4K.
iShares Russell 1000 Growth ETF made up 0.17% of PKS Advisory Services's portfolio in Q1 2026, its #124 holding.
PKS Advisory Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares Russell 1000 Growth ETF position peaked at $826K in Q4 2025.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.