Financial Life Planners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Financial Life Planners’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	$741K	Buy	5,970 +406	+7%	+$48.9K	0.48%	23
2026 Q1	$593K	Buy	5,564 +4	+0.1%	+$454	0.45%	23
2025 Q4	$658K	Buy	5,560 +8	+0.1%	+$948	0.47%	25
2025 Q3	$650K	Buy	5,552 +4	+0.1%	+$445	0.44%	24
2025 Q2	$589K	Sell	5,548 -160	-3%	-$15.3K	0.48%	26
2025 Q1	$515K	Sell	5,708 -20	-0.3%	-$1.97K	0.5%	24
2024 Q4	$575K	Buy	+5,728	New	+$563K	0.48%	22

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Financial Life Planners's IWF Position: Q2 2026 in Review

Financial Life Planners increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.3% in Q2 2026, buying an estimated $48.9K and bringing the position to 5,970 shares worth $741K. The position accounts for 0.48% of the portfolio, ranked #23.

Financial Life Planners first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 1,268 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Financial Life Planners held 5,970 shares of iShares Russell 1000 Growth ETF worth $741K as of Q2 2026.
Financial Life Planners bought 406 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $48.9K.
iShares Russell 1000 Growth ETF made up 0.48% of Financial Life Planners's portfolio in Q2 2026, its #23 holding.
Financial Life Planners first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,268 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.