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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
Q2 		$1.29M Hold
10,360
– – 0.12% 46
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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: Q2 2026 in Review

Financial Plan Inc held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 10,360 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #46.

Financial Plan Inc first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Financial Plan Inc held 10,360 shares of iShares Russell 1000 Growth ETF worth $1.29M as of Q2 2026.
  • Financial Plan Inc left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.12% of Financial Plan Inc's portfolio in Q2 2026, its #46 holding.
  • Financial Plan Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Plan Inc's iShares Russell 1000 Growth ETF position peaked at $1.3M in Q4 2025.
  • 2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.