Beacon Financial Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Beacon Financial Planning’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 Q1	$276K	Buy	+2,584	New	+$293K	0.11%	64

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Financial Planning's IWF Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2026: 2,584 shares worth $276K. The stake represents 0.11% of the portfolio and ranks #64 among its holdings.

2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Beacon Financial Planning held 2,584 shares of iShares Russell 1000 Growth ETF worth $276K as of Q1 2026.
iShares Russell 1000 Growth ETF was a new Beacon Financial Planning position in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.11% of Beacon Financial Planning's portfolio in Q1 2026, its #64 holding.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.