FPI
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Financial Plan Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Financial Plan Inc’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
Q1 		$1.1M Sell
10,360
-640
-6% -$72.6K 0.12% 44
2025
Q4 		$1.3M Buy
+11,000
New +$1.3M 0.15% 41

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Plan Inc's IWF Position: Q1 2026 in Review

Financial Plan Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.8% in Q1 2026, selling an estimated $72.6K and leaving 10,360 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #44.

Financial Plan Inc first reported a position in IWF in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.3M in Q4 2025. 2,442 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Financial Plan Inc held 10,360 shares of iShares Russell 1000 Growth ETF worth $1.1M as of Q1 2026.
  • Financial Plan Inc sold 640 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $72.6K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Financial Plan Inc's portfolio in Q1 2026, its #44 holding.
  • Financial Plan Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's iShares Russell 1000 Growth ETF position peaked at $1.3M in Q4 2025.
  • 2,442 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.