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 Q3	$3.45M	Hold	27,783	–	–	0.55%	34
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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

PKS Advisory Services's IWF Position: Q3 2026 in Review

PKS Advisory Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 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 8 quarters since. 938 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

PKS Advisory Services held 27,783 shares of iShares Russell 1000 Growth ETF worth $3.45M as of Q3 2026.
PKS Advisory Services left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.55% of PKS Advisory Services's portfolio in Q3 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 8 quarters since.
938 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.