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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
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Capital & Planning LLC's IWF Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2026: 20 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #146 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in IWF as recently as Q4 2024.

Capital & Planning LLC first reported a position in IWF in Q4 2024 and has held it in 2 quarters since. 2,444 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Capital & Planning LLC held 20 shares of iShares Russell 1000 Growth ETF worth $2.16K as of Q1 2026.
  • iShares Russell 1000 Growth ETF was a new Capital & Planning LLC position in Q1 2026.
  • iShares Russell 1000 Growth ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #146 holding.
  • Capital & Planning LLC first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 2,444 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.