New England Professional Planning Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

New England Professional 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 Q2	$710K	Sell	5,720 -320	-5%	-$38.6K	0.27%	16
2026 Q1	$644K	Buy	6,040 +372	+7%	+$42.2K	0.27%	16
2025 Q4	$671K	Hold	5,668	–	–	0.28%	16
2025 Q3	$664K	Hold	5,668	–	–	0.3%	16
2025 Q2	$602K	Buy	5,668 +2,476	+78%	+$237K	0.27%	18
2025 Q1	$288K	Buy	3,192 +856	+37%	+$84.4K	0.14%	35
2024 Q4	$235K	Hold	2,336	–	–	0.12%	43
2024 Q3	$219K	Hold	2,336	–	–	0.11%	45
2024 Q2	$213K	Buy	+2,336	New	+$199K	0.11%	45
2020 Q1	–	Sell	-5,520	Closed	-$243K	–	53
2019 Q4	$243K	Buy	+5,520	New	+$230K	0.19%	42
2018 Q3	$215K	Buy	+5,520	New	+$209K	0.25%	41
2018 Q2	–	Sell	-6,188	Closed	-$211K	–	43
2018 Q1	$211K	Hold	6,188	–	–	0.28%	37
2017 Q4	$213K	Buy	+6,188	New	+$203K	0.26%	38
2016 Q2	$396K	Hold	15,228	–	–	0.44%	25
2016 Q1	$383K	Sell	15,228 -15,692	-51%	-$371K	0.38%	24
2015 Q4	$769K	Hold	30,920	–	–	0.86%	14
2015 Q3	$781K	Sell	30,920 -12,908	-29%	-$318K	0.88%	14
2015 Q2	$1.08M	Buy	43,828 +12,908	+42%	+$325K	1.42%	8
2015 Q1	$779K	Sell	30,920 -2,124	-6%	-$51.9K	1.05%	9
2014 Q4	$788K	Buy	+33,044	New	+$773K	1.16%	10

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

New England Professional Planning Group's IWF Position: Q2 2026 in Review

New England Professional Planning Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.3% in Q2 2026, selling an estimated $38.6K and leaving 5,720 shares worth $710K. The position accounts for 0.27% of the portfolio, ranked #16.

New England Professional Planning Group first reported a position in IWF in Q4 2014 and has held it in 20 quarters since. The position peaked at $1.08M in Q2 2015. 1,503 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

New England Professional Planning Group held 5,720 shares of iShares Russell 1000 Growth ETF worth $710K as of Q2 2026.
New England Professional Planning Group sold 320 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $38.6K.
iShares Russell 1000 Growth ETF made up 0.27% of New England Professional Planning Group's portfolio in Q2 2026, its #16 holding.
New England Professional Planning Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 20 quarters since.
New England Professional Planning Group's iShares Russell 1000 Growth ETF position peaked at $1.08M in Q2 2015.
1,503 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.