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

Essential 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
2025
Q1 		– Sell
-85,344
Closed -$8.37M – 191
2024
Q4 		$8.37M Buy
+85,344
New +$8.39M 0.05% 87

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Essential Planning's IWF Position: Q1 2025 in Review

Essential Planning sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2025, closing a stake of 85,344 shares — an estimated $8.37M sold.

Essential Planning first reported a position in IWF in Q4 2024 and held it in 1 quarter. The position peaked at $8.37M in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Essential Planning reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 85,344 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $8.37M.
  • Essential Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Russell 1000 Growth ETF position peaked at $8.37M in Q4 2024.
  • 2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.