PDS Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

PDS 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	$215K	Sell	1,732 -184	-10%	-$22.2K	0.01%	548
2026 Q1	$204K	Buy	1,916 +184	+11%	+$20.9K	0.01%	522
2025 Q4	$205K	Buy	1,732 +4	+0.2%	+$474	0.01%	514
2025 Q3	$203K	Buy	+1,728	New	+$192K	0.01%	503
2024 Q2	–	Sell	-4,076	Closed	-$343K	–	405
2024 Q1	$343K	Buy	4,076 +4	+0.1%	+$322	0.04%	226
2023 Q4	$309K	Sell	4,072 -104	-2%	-$7.35K	0.04%	229
2023 Q3	$278K	Hold	4,176	–	–	0.04%	223
2023 Q2	$287K	Sell	4,176 -88	-2%	-$5.6K	0.04%	227
2023 Q1	$260K	Buy	4,264 +8	+0.2%	+$461	0.04%	221
2022 Q4	$228K	Buy	4,256 +12	+0.3%	+$660	0.04%	181
2022 Q3	$223K	Hold	4,244	–	–	0.04%	165
2022 Q2	$232K	Sell	4,244 -532	-11%	-$31.9K	0.04%	170
2022 Q1	$331K	Buy	4,776 +1,728	+57%	+$118K	0.06%	134
2021 Q4	$233K	Buy	3,048 +8	+0.3%	+$593	0.04%	170
2021 Q3	$208K	Buy	+3,040	New	+$215K	0.05%	186

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 22.96% 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

PDS Planning's IWF Position: Q2 2026 in Review

PDS Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.6% in Q2 2026, selling an estimated $22.2K and leaving 1,732 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #548.

PDS Planning first reported a position in IWF in Q3 2021 and has held it in 15 quarters since. The position peaked at $343K in Q1 2024. 2,510 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

PDS Planning held 1,732 shares of iShares Russell 1000 Growth ETF worth $215K as of Q2 2026.
PDS Planning sold 184 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $22.2K.
iShares Russell 1000 Growth ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #548 holding.
PDS Planning first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 15 quarters since.
PDS Planning's iShares Russell 1000 Growth ETF position peaked at $343K in Q1 2024.
2,510 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.