CFFP
IWF icon

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

Center for 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
Q2 		$266K Sell
2,140
-172
-7% -$20.7K 0.02% 152
2026
Q1 		$246K Buy
2,312
+52
+2% +$5.9K 0.03% 154
2025
Q4 		$267K Buy
2,260
+28
+1% +$3.32K 0.03% 147
2025
Q3 		$261K Sell
2,232
-996
-31% -$111K 0.03% 150
2025
Q2 		$343K Sell
3,228
-900
-22% -$86.1K 0.04% 133
2025
Q1 		$373K Sell
4,128
-264
-6% -$26K 0.05% 116
2024
Q4 		$441K Hold
4,392
– – 0.06% 97
2024
Q3 		$412K Hold
4,392
– – 0.06% 105
2024
Q2 		$400K Sell
4,392
-172
-4% -$14.7K 0.06% 100
2024
Q1 		$385K Buy
4,564
+1,168
+34% +$94.1K 0.06% 106
2023
Q4 		$257K Hold
3,396
– – 0.05% 124
2023
Q3 		$226K Hold
3,396
– – 0.05% 125
2023
Q2 		$234K Hold
3,396
– – 0.05% 126
2023
Q1 		$207K Sell
3,396
-84
-2% -$4.84K 0.05% 128
2022
Q4 		$186K Hold
3,480
– – 0.05% 134
2022
Q3 		$183K Buy
3,480
+956
+38% +$56.2K 0.05% 128
2022
Q2 		$138K Sell
2,524
-400
-14% -$24K 0.04% 142
2022
Q1 		$203K Hold
2,924
– – 0.04% 129
2021
Q4 		$223K Hold
2,924
– – 0.05% 126
2021
Q3 		$200K Hold
2,924
– – 0.05% 122
2021
Q2 		$198K Sell
2,924
-32
-1% -$2.06K 0.05% 127
2021
Q1 		$180K Buy
2,956
+32
+1% +$1.95K 0.05% 130
2020
Q4 		$176K Buy
2,924
+400
+16% +$22.8K 0.05% 124
2020
Q3 		$137K Hold
2,524
– – 0.04% 134
2020
Q2 		$121K Sell
2,524
-1,640
-39% -$72.3K 0.04% 137
2020
Q1 		$157K Buy
4,164
+3,464
+495% +$149K 0.05% 116
2019
Q4 		$31K Buy
+700
New +$29.2K 0.01% 223

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Center for Financial Planning's IWF Position: Q2 2026 in Review

Center for Financial Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.4% in Q2 2026, selling an estimated $20.7K and leaving 2,140 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #152.

Center for Financial Planning first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $441K in Q4 2024. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Center for Financial Planning held 2,140 shares of iShares Russell 1000 Growth ETF worth $266K as of Q2 2026.
  • Center for Financial Planning sold 172 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $20.7K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #152 holding.
  • Center for Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's iShares Russell 1000 Growth ETF position peaked at $441K in Q4 2024.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.