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Intrepid Financial Planning Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Intrepid Financial Planning Group’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 		$14.4M Sell
134,688
-3,240
-2% -$368K 5.8% 3
2025
Q4 		$16.3M Sell
137,928
-664
-0.5% -$78.7K 6.2% 3
2025
Q3 		$16.2M Sell
138,592
-100
-0.1% -$11.1K 6.19% 3
2025
Q2 		$14.7M Sell
138,692
-2,444
-2% -$234K 6.19% 3
2025
Q1 		$12.7M Sell
141,136
-52
-0% -$5.13K 5.9% 3
2024
Q4 		$14.2M Sell
141,188
-1,456
-1% -$143K 5.99% 3
2024
Q3 		$13.4M Sell
142,644
-2,672
-2% -$242K 5.73% 3
2024
Q2 		$13.2M Sell
145,316
-600
-0.4% -$51.2K 5.68% 3
2024
Q1 		$12.3M Buy
145,916
+324
+0.2% +$26.1K 5.31% 4
2023
Q4 		$11M Sell
145,592
-2,060
-1% -$146K 5.28% 4
2023
Q3 		$9.82M Sell
147,652
-840
-0.6% -$58K 5.09% 4
2023
Q2 		$10.2M Sell
148,492
-1,212
-0.8% -$77.1K 4.9% 4
2023
Q1 		$9.14M Sell
149,704
-3,620
-2% -$209K 4.61% 4
2022
Q4 		$8.21M Sell
153,324
-12,768
-8% -$702K 4.46% 4
2022
Q3 		$8.74M Sell
166,092
-2,816
-2% -$166K 4.96% 4
2022
Q2 		$9.23M Buy
+168,908
New +$10.1M 5.08% 4

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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Intrepid Financial Planning Group's IWF Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.3% in Q1 2026, selling an estimated $368K and leaving 134,688 shares worth $14.4M. The position accounts for 5.8% of the portfolio, ranked #3.

Intrepid Financial Planning Group first reported a position in IWF in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.3M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Intrepid Financial Planning Group held 134,688 shares of iShares Russell 1000 Growth ETF worth $14.4M as of Q1 2026.
  • Intrepid Financial Planning Group sold 3,240 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $368K.
  • iShares Russell 1000 Growth ETF made up 5.8% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #3 holding.
  • Intrepid Financial Planning Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's iShares Russell 1000 Growth ETF position peaked at $16.3M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.