Kellett Schaffner Wealth Advisors LLC Ishares Russell 1000 Gr ETF Transaction History

Kellett Schaffner Wealth Advisors LLC

$146 Million
Q4 2025

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 758 shares of IWF stock, worth $356,964. This represents 0.24% of its overall portfolio holdings.

Number of Shares

758

Previous 626 21.09%

Holding current value

$356,964

Previous $293,000 21.5%

% of portfolio

0.24%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$459.47 - $491.71 $60,650 - $64,905	132 Added 21.09%	758 $356,000
Q3 2025 Oct 21, 2025	BUY	$420.11 - $472.68 $13,863 - $15,598	33 Added 5.56%	626 $293,000
Q2 2025 Jul 25, 2025	BUY	$320.42 - $424.58 $320 - $424	1 Added 0.17%	593 $251,000
Q4 2024 Feb 04, 2025	BUY	$370.24 - $418.94 $2,591 - $2,932	7 Added 1.2%	592 $237,000
Q3 2024 Oct 21, 2024	BUY	$332.02 - $382.76 $332 - $382	1 Added 0.17%	585 $219,000

Q2 2024 Aug 09, 2024	SELL	$316.15 - $367.33 $30,666 - $35,631	-97 Reduced 14.24%	584 $212,000
Q1 2024 Apr 26, 2024	BUY	$294.43 - $339.01 $200,506 - $230,865	681 New	681 $229,000

Others Institutions Holding IWF

# of Institutions

2,666

Shares Held

204M

Call Options Held

534K

Put Options Held

288K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Kellett Schaffner Wealth Advisors LLC Ishares Russell 1000 Gr ETF Transaction History