Walter & Keenan Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Walter & Keenan 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	$260K	Sell	2,092 -152	-7%	-$18.3K	0.06%	152
2026 Q1	$239K	Hold	2,244	–	–	0.07%	151
2025 Q4	$266K	Buy	2,244 +384	+21%	+$45.5K	0.07%	142
2025 Q3	$218K	Buy	+1,860	New	+$207K	0.06%	149

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

Walter & Keenan Wealth Management's IWF Position: Q2 2026 in Review

Walter & Keenan Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.8% in Q2 2026, selling an estimated $18.3K and leaving 2,092 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #152.

Walter & Keenan Wealth Management first reported a position in IWF in Q3 2025 and has held it in 4 quarters since. The position peaked at $266K in Q4 2025. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Walter & Keenan Wealth Management held 2,092 shares of iShares Russell 1000 Growth ETF worth $260K as of Q2 2026.
Walter & Keenan Wealth Management sold 152 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $18.3K.
iShares Russell 1000 Growth ETF made up 0.06% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #152 holding.
Walter & Keenan Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
Walter & Keenan Wealth Management's iShares Russell 1000 Growth ETF position peaked at $266K in Q4 2025.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.