Partners in Financial Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Partners in 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 Q2	$1.65M	Buy	13,252 +4	+0%	+$482	0.25%	37
2026 Q1	$1.41M	Hold	13,248	–	–	0.23%	39
2025 Q4	$1.57M	Sell	13,248 -2,116	-14%	-$251K	0.27%	35
2025 Q3	$1.8M	Buy	15,364 +4	+0%	+$445	0.31%	32
2025 Q2	$1.63M	Hold	15,360	–	–	0.3%	34
2025 Q1	$1.39M	Hold	15,360	–	–	0.28%	36
2024 Q4	$1.54M	Hold	15,360	–	–	0.31%	34
2024 Q3	$1.44M	Hold	15,360	–	–	0.29%	37
2024 Q2	$1.4M	Hold	15,360	–	–	0.3%	35
2024 Q1	$1.29M	Hold	15,360	–	–	0.29%	40
2023 Q4	$1.16M	Hold	15,360	–	–	0.27%	40
2023 Q3	$1.02M	Sell	15,360 -120	-0.8%	-$8.29K	0.26%	41
2023 Q2	$1.06M	Hold	15,480	–	–	0.27%	42
2023 Q1	$946K	Hold	15,480	–	–	0.25%	43
2022 Q4	$823K	Hold	15,480	–	–	0.23%	46
2022 Q3	$873K	Buy	15,480 +3,196	+26%	+$188K	0.25%	40
2022 Q2	$738K	Buy	12,284 +700	+6%	+$42K	0.23%	44
2022 Q1	$730K	Hold	11,584	–	–	0.23%	43
2021 Q4	$778K	Hold	11,584	–	–	0.24%	40
2021 Q3	$794K	Hold	11,584	–	–	0.25%	39
2021 Q2	$786K	Buy	+11,584	New	+$747K	0.25%	39

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Partners in Financial Planning's IWF Position: Q2 2026 in Review

Partners in Financial Planning increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q2 2026, buying an estimated $482 and bringing the position to 13,252 shares worth $1.65M. The position accounts for 0.25% of the portfolio, ranked #37.

Partners in Financial Planning first reported a position in IWF in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.8M in Q3 2025. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Partners in Financial Planning held 13,252 shares of iShares Russell 1000 Growth ETF worth $1.65M as of Q2 2026.
Partners in Financial Planning bought 4 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $482.
iShares Russell 1000 Growth ETF made up 0.25% of Partners in Financial Planning's portfolio in Q2 2026, its #37 holding.
Partners in Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 21 quarters since.
Partners in Financial Planning's iShares Russell 1000 Growth ETF position peaked at $1.8M in Q3 2025.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.