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

Comprehensive 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	$71.6K	Buy	577 +1	+0.2%	+$121	0.04%	158
2026 Q1	$61.5K	Hold	576	–	–	0.04%	147
2025 Q4	$68.2K	Sell	576 -8	-1%	-$948	0.05%	148
2025 Q3	$68.4K	Hold	584	–	–	0.05%	146
2025 Q2	$61.9K	Sell	584 -56	-9%	-$5.36K	0.05%	141
2025 Q1	$58K	Sell	640 -200	-24%	-$19.7K	0.06%	126
2024 Q4	$84.2K	Buy	+840	New	+$82.6K	0.07%	133

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 22.96% 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

Comprehensive Financial Planning's IWF Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.17% in Q2 2026, buying an estimated $121 and bringing the position to 577 shares worth $71.6K. The position accounts for 0.04% of the portfolio, ranked #158.

Comprehensive Financial Planning first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. The position peaked at $84.2K in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Comprehensive Financial Planning held 577 shares of iShares Russell 1000 Growth ETF worth $71.6K as of Q2 2026.
Comprehensive Financial Planning bought 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.04% of Comprehensive Financial Planning's portfolio in Q2 2026, its #158 holding.
Comprehensive Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares Russell 1000 Growth ETF position peaked at $84.2K in Q4 2024.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.