Consolidated Planning Corp
IWF icon

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
Q3 		$7.57M Buy
60,417
+13,541
+29% +$1.66M 1.03% 13
2026
Q2 		$5.82M Sell
46,876
-1,828
-4% -$220K 0.78% 24
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% -$9.8K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Consolidated Planning Corp's IWF Position: Q3 2026 in Review

Consolidated Planning Corp increased its iShares Russell 1000 Growth ETF (IWF) stake by 29% in Q3 2026, buying an estimated $1.66M and bringing the position to 60,417 shares worth $7.57M. The position accounts for 1.03% of the portfolio, ranked #13.

Consolidated Planning Corp first reported a position in IWF in Q4 2019 and has held it in 28 quarters since. 2,156 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Consolidated Planning Corp held 60,417 shares of iShares Russell 1000 Growth ETF worth $7.57M as of Q3 2026.
  • Consolidated Planning Corp bought 13,541 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $1.66M.
  • iShares Russell 1000 Growth ETF made up 1.03% of Consolidated Planning Corp's portfolio in Q3 2026, its #13 holding.
  • Consolidated Planning Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 2,156 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.