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 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 $1.66T 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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Partners in Financial Planning's IWF Position: Q1 2026 in Review

Partners in Financial Planning held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 13,248 shares worth $1.41M. The position accounts for 0.23% of the portfolio, ranked #39.

Partners in Financial Planning first reported a position in IWF in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.8M in Q3 2025. 2,441 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Partners in Financial Planning held 13,248 shares of iShares Russell 1000 Growth ETF worth $1.41M as of Q1 2026.
Partners in Financial Planning left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.23% of Partners in Financial Planning's portfolio in Q1 2026, its #39 holding.
Partners in Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 20 quarters since.
Partners in Financial Planning's iShares Russell 1000 Growth ETF position peaked at $1.8M in Q3 2025.
2,441 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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