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Consolidated Planning Corp’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Consolidated Planning Corp’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 		$5.19M Sell
48,704
-760
-2% -$86.3K 0.84% 20
2025
Q4 		$5.85M Sell
49,464
-1,612
-3% -$191K 0.59% 54
2025
Q3 		$5.98M Sell
51,076
-48
-0.1% -$5.34K 0.63% 46
2025
Q2 		$5.43M Sell
51,124
-180
-0.4% -$17.2K 0.68% 48
2025
Q1 		$4.63M Sell
51,304
-1,816
-3% -$179K 0.64% 52
2024
Q4 		$5.33M Sell
53,120
-28
-0.1% -$2.75K 0.73% 49
2024
Q3 		$4.99M Sell
53,148
-396
-0.7% -$35.9K 0.74% 47
2024
Q2 		$4.88M Buy
53,544
+136
+0.3% +$11.6K 0.8% 44
2024
Q1 		$4.5M Sell
53,408
-164
-0.3% -$13.2K 0.77% 46
2023
Q4 		$4.06M Sell
53,572
-1,240
-2% -$87.7K 0.76% 40
2023
Q3 		$3.64M Buy
54,812
+2,296
+4% +$159K 0.81% 43
2023
Q2 		$3.61M Sell
52,516
-172
-0.3% -$10.9K 0.76% 45
2023
Q1 		$3.22M Buy
52,688
+2,624
+5% +$151K 0.83% 43
2022
Q4 		$2.68M Sell
50,064
-1,768
-3% -$97.3K 0.74% 41
2022
Q3 		$2.73M Sell
51,832
-4,116
-7% -$242K 0.85% 42
2022
Q2 		$3.06M Buy
55,948
+1,716
+3% +$103K 0.96% 36
2022
Q1 		$3.76M Sell
54,232
-13,544
-20% -$925K 2.61% 9
2021
Q4 		$5.18M Sell
67,776
-132
-0.2% -$9.79K 3.34% 7
2021
Q3 		$4.65M Sell
67,908
-1,500
-2% -$106K 3.02% 6
2021
Q2 		$4.71M Sell
69,408
-744
-1% -$48K 3.49% 6
2021
Q1 		$4.26M Sell
70,152
-2,968
-4% -$181K 2.72% 7
2020
Q4 		$4.41M Sell
73,120
-660
-0.9% -$37.6K 2.87% 7
2020
Q3 		$4M Sell
73,780
-580
-0.8% -$30.6K 2.98% 5
2020
Q2 		$3.57M Buy
74,360
+24
+0% +$1.06K 3.5% 5
2020
Q1 		$2.8M Sell
74,336
-1,060
-1% -$45.7K 3.51% 3
2019
Q4 		$3.32M Buy
+75,396
New +$3.15M 3.28% 5

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Consolidated Planning Corp's IWF Position: Q1 2026 in Review

Consolidated Planning Corp reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q1 2026, selling an estimated $86.3K and leaving 48,704 shares worth $5.19M. The position accounts for 0.84% of the portfolio, ranked #20.

Consolidated Planning Corp first reported a position in IWF in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.98M in Q3 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Consolidated Planning Corp held 48,704 shares of iShares Russell 1000 Growth ETF worth $5.19M as of Q1 2026.
  • Consolidated Planning Corp sold 760 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $86.3K.
  • iShares Russell 1000 Growth ETF made up 0.84% of Consolidated Planning Corp's portfolio in Q1 2026, its #20 holding.
  • Consolidated Planning Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Consolidated Planning Corp's iShares Russell 1000 Growth ETF position peaked at $5.98M in Q3 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.