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Journey Retirement Planning & Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-2,676
Closed -$317K – 186
2025
Q4 		$317K Buy
+2,676
New +$317K 0.07% 193

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 $1.81T AUM 41.13% 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

Journey Retirement Planning & Investment Management's IWF Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 2,676 shares — an estimated $317K sold.

Journey Retirement Planning & Investment Management first reported a position in IWF in Q4 2025 and held it in 1 quarter. The position peaked at $317K in Q4 2025. 2,442 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 2,676 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $317K.
  • Journey Retirement Planning & Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's iShares Russell 1000 Growth ETF position peaked at $317K in Q4 2025.
  • 2,442 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.