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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 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. 490 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.
490 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.