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

Cypress 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	$883K	Hold	7,108	–	–	0.21%	42
2026 Q1	$758K	Hold	7,108	–	–	0.21%	44
2025 Q4	$848K	Hold	7,108	–	–	0.23%	41
2025 Q3	$832K	Sell	7,108 -84	-1%	-$9.35K	0.25%	35
2025 Q2	$763K	Hold	7,192	–	–	0.25%	36
2025 Q1	$649K	Sell	7,192 -260	-3%	-$25.6K	0.23%	38
2024 Q4	$748K	Hold	7,452	–	–	0.27%	30
2024 Q3	$699K	Buy	+7,452	New	+$676K	0.26%	34

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

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

Cypress Financial Planning held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 7,108 shares worth $883K. The position accounts for 0.21% of the portfolio, ranked #42.

Cypress Financial Planning first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Cypress Financial Planning held 7,108 shares of iShares Russell 1000 Growth ETF worth $883K as of Q2 2026.
Cypress Financial Planning left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.21% of Cypress Financial Planning's portfolio in Q2 2026, its #42 holding.
Cypress Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.