Question 1

How many shares of IWF does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC holds 205,098 shares of IWF (iShares Trust RUS 1000 GRW ETF).

Question 2

What is Kestra Advisory Services, LLC's IWF position worth?

Accepted Answer

As of 2026-Q1, Kestra Advisory Services, LLC's IWF position is worth $87.5M.

Question 3

Is Kestra Advisory Services, LLC buying or selling IWF?

Accepted Answer

In 2026-Q1, Kestra Advisory Services, LLC increased their IWF position (+1.1% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy IWF?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in IWF in 2024-Q2. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	205,098	+1.1%	$87.5M	0.3%	$448.66	36
2025-Q4	Increased	202,918	+15.6%	$96M	0.4%	$476.95	41
2025-Q3	Increased	175,583	+15.9%	$82.2M	0.4%	$466.09	41
2025-Q2	Increased	151,533	+7.4%	$64.3M	0.3%	$420.88	38
2025-Q1	Decreased	141,118	-18.7%	$51M	0.2%	$359.49	0
2024-Q4	Increased	173,563	+2.2%	$69.7M	0.4%	$403.59	36
2024-Q3	Decreased	169,843	-5.5%	$63.8M	0.4%	$371.77	0
2024-Q2	Increased	179,646	+11.5%	$62M	0.3%	$362.15	39

IWFShowing 8 of 23 quarters

IWF
Showing 8 of 23 quarters