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

Falcon Wealth 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	$1.65M	Sell	13,276 -80	-0.6%	-$9.64K	0.1%	67
2026 Q1	$1.42M	Sell	13,356 -196	-1%	-$22.2K	0.1%	67
2025 Q4	$1.6M	Sell	13,552 -200	-1%	-$23.7K	0.14%	59
2025 Q3	$1.61M	Sell	13,752 -556	-4%	-$61.9K	0.14%	58
2025 Q2	$1.52M	Buy	14,308 +1,712	+14%	+$164K	0.15%	58
2025 Q1	$1.14M	Buy	12,596 +3,352	+36%	+$331K	0.13%	63
2024 Q4	$928K	Hold	9,244	–	–	0.1%	66
2024 Q3	$868K	Buy	9,244 +164	+2%	+$14.9K	0.1%	65
2024 Q2	$828K	Hold	9,080	–	–	0.11%	58
2024 Q1	$765K	Sell	9,080 -252	-3%	-$20.3K	0.12%	61
2023 Q4	$707K	Buy	9,332 +1,856	+25%	+$131K	0.12%	59
2023 Q3	$497K	Buy	7,476 +1,484	+25%	+$102K	0.11%	61
2023 Q2	$412K	Buy	5,992 +192	+3%	+$12.2K	0.09%	65
2023 Q1	$354K	Buy	5,800 +1,368	+31%	+$78.8K	0.09%	67
2022 Q4	$237K	Sell	4,432 -4,064	-48%	-$224K	0.07%	81
2022 Q3	$447K	Buy	+8,496	New	+$500K	0.15%	46

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

Falcon Wealth Planning's IWF Position: Q2 2026 in Review

Falcon Wealth Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.6% in Q2 2026, selling an estimated $9.64K and leaving 13,276 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #67.

Falcon Wealth Planning first reported a position in IWF in Q3 2022 and has held it in 16 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Falcon Wealth Planning held 13,276 shares of iShares Russell 1000 Growth ETF worth $1.65M as of Q2 2026.
Falcon Wealth Planning sold 80 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $9.64K.
iShares Russell 1000 Growth ETF made up 0.1% of Falcon Wealth Planning's portfolio in Q2 2026, its #67 holding.
Falcon Wealth Planning first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.