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Abacus Planning Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Abacus Planning Group’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 		$459K Sell
3,699
-1
-0% -$121 0.06% 153
2026
Q1 		$394K Hold
3,700
– – 0.05% 165
2025
Q4 		$438K Hold
3,700
– – 0.06% 152
2025
Q3 		$433K Hold
3,700
– – 0.06% 143
2025
Q2 		$393K Hold
3,700
– – 0.06% 151
2025
Q1 		$334K Hold
3,700
– – 0.06% 156
2024
Q4 		$371K Sell
3,700
-92
-2% -$9.05K 0.07% 140
2024
Q3 		$356K Sell
3,792
-4
-0.1% -$363 0.06% 147
2024
Q2 		$346K Sell
3,796
-4
-0.1% -$342 0.07% 135
2024
Q1 		$320K Sell
3,800
-12
-0.3% -$967 0.06% 141
2023
Q4 		$289K Sell
3,812
-880
-19% -$62.2K 0.06% 151
2023
Q3 		$312K Buy
4,692
+828
+21% +$57.2K 0.08% 133
2023
Q2 		$266K Buy
3,864
+568
+17% +$36.1K 0.06% 151
2023
Q1 		$201K Buy
+3,296
New +$190K 0.05% 174
2022
Q2 		– Sell
-3,564
Closed -$247K – 212
2022
Q1 		$247K Sell
3,564
-384
-10% -$26.2K 0.07% 176
2021
Q4 		$302K Sell
3,948
-160
-4% -$11.9K 0.08% 155
2021
Q3 		$281K Buy
+4,108
New +$291K 0.09% 147

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Abacus Planning Group's IWF Position: Q2 2026 in Review

Abacus Planning Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q2 2026, selling an estimated $121 and leaving 3,699 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #153.

Abacus Planning Group first reported a position in IWF in Q3 2021 and has held it in 17 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Abacus Planning Group held 3,699 shares of iShares Russell 1000 Growth ETF worth $459K as of Q2 2026.
  • Abacus Planning Group sold 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
  • iShares Russell 1000 Growth ETF made up 0.06% of Abacus Planning Group's portfolio in Q2 2026, its #153 holding.
  • Abacus Planning Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 17 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.