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Northeast Planning Associates NH’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Northeast Planning Associates NH’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 		$2.7M Sell
23,170
-506
-2% -$61K 2.02% 15
2026
Q1 		$2.52M Buy
+23,676
New +$2.69M 1.7% 16

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Northeast Planning Associates NH's IWF Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q2 2026, selling an estimated $61K and leaving 23,170 shares worth $2.7M. The position accounts for 2.02% of the portfolio, ranked #15.

Northeast Planning Associates NH first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Northeast Planning Associates NH held 23,170 shares of iShares Russell 1000 Growth ETF worth $2.7M as of Q2 2026.
  • Northeast Planning Associates NH sold 506 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $61K.
  • iShares Russell 1000 Growth ETF made up 2.02% of Northeast Planning Associates NH's portfolio in Q2 2026, its #15 holding.
  • Northeast Planning Associates NH first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.