Mark Sheptoff Financial Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mark Sheptoff Financial 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 Q1	$67.4K	Buy	2,240 +1,680	+300%	+$191K	0.04%	159
2025 Q4	$66.3K	Hold	560	–	–	0.03%	180
2025 Q3	$65.6K	Hold	560	–	–	0.03%	175
2025 Q2	$59.4K	Hold	560	–	–	0.03%	172
2025 Q1	$50.6K	Hold	560	–	–	0.03%	168
2024 Q4	$56.2K	Buy	560 +308	+122%	+$30.3K	0.03%	167
2024 Q3	$23.6K	Buy	252 +108	+75%	+$9.79K	0.01%	235
2024 Q2	$13.1K	Hold	144	–	–	0.01%	289
2024 Q1	$12.1K	Hold	144	–	–	0.01%	280
2023 Q4	$10.9K	Hold	144	–	–	0.01%	279
2023 Q3	$9.58K	Hold	144	–	–	0.01%	267
2023 Q2	$9.91K	Hold	144	–	–	0.01%	275
2023 Q1	$8.8K	Hold	144	–	–	0.01%	272
2022 Q4	$7.71K	Hold	144	–	–	﹤0.01%	282
2022 Q3	$8K	Hold	144	–	–	﹤0.01%	267
2022 Q2	$8K	Hold	144	–	–	﹤0.01%	272
2022 Q1	$10K	Hold	144	–	–	0.01%	298
2021 Q4	$11K	Buy	+144	New	+$10.7K	0.01%	312

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mark Sheptoff Financial Planning's IWF Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its iShares Russell 1000 Growth ETF (IWF) stake by 300% in Q1 2026, buying an estimated $191K and bringing the position to 2,240 shares worth $67.4K. The position accounts for 0.04% of the portfolio, ranked #159.

Mark Sheptoff Financial Planning first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Mark Sheptoff Financial Planning held 2,240 shares of iShares Russell 1000 Growth ETF worth $67.4K as of Q1 2026.
Mark Sheptoff Financial Planning bought 1,680 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $191K.
iShares Russell 1000 Growth ETF made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #159 holding.
Mark Sheptoff Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.