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

Holistic 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 		$1.37M Buy
11,059
+2,531
+30% +$305K 0.21% 106
2026
Q1 		$909K Buy
8,528
+3,504
+70% +$398K 0.18% 109
2025
Q4 		$594K Sell
5,024
-1,240
-20% -$147K 0.13% 146
2025
Q3 		$733K Sell
6,264
-64
-1% -$7.13K 0.19% 91
2025
Q2 		$672K Buy
6,328
+2,036
+47% +$195K 0.19% 91
2025
Q1 		$387K Sell
4,292
-136
-3% -$13.4K 0.13% 118
2024
Q4 		$445K Buy
4,428
+280
+7% +$27.5K 0.16% 102
2024
Q3 		$389K Buy
4,148
+1,268
+44% +$115K 0.16% 96
2024
Q2 		$243K Hold
2,880
– – 0.19% 99
2024
Q1 		$243K Sell
2,880
-652
-18% -$52.5K 0.19% 99
2023
Q4 		$268K Buy
+3,532
New +$250K 0.23% 92

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 22.96% 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

Holistic Planning's IWF Position: Q2 2026 in Review

Holistic Planning increased its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q2 2026, buying an estimated $305K and bringing the position to 11,059 shares worth $1.37M. The position accounts for 0.21% of the portfolio, ranked #106.

Holistic Planning first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Holistic Planning held 11,059 shares of iShares Russell 1000 Growth ETF worth $1.37M as of Q2 2026.
  • Holistic Planning bought 2,531 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $305K.
  • iShares Russell 1000 Growth ETF made up 0.21% of Holistic Planning's portfolio in Q2 2026, its #106 holding.
  • Holistic Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.