Capital & Planning LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capital & Planning LLC’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	–	Sell	-20	Closed	-$2.16K	–	97
2026 Q1	$2.16K	Buy	+20	New	+$2.27K	﹤0.01%	146
2025 Q1	–	Sell	-20	Closed	-$2.02K	–	107
2024 Q4	$2.02K	Buy	+20	New	+$1.97K	﹤0.01%	163

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 22.9% 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

Capital & Planning LLC's IWF Position: Q2 2026 in Review

Capital & Planning LLC sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2026, closing a stake of 20 shares — an estimated $2.16K sold.

Capital & Planning LLC first reported a position in IWF in Q4 2024 and held it in 2 quarters. The position peaked at $2.16K in Q1 2026. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Capital & Planning LLC reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 20 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $2.16K.
Capital & Planning LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's iShares Russell 1000 Growth ETF position peaked at $2.16K in Q1 2026.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.