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

Peak 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	$654K	Sell	5,268 -540	-9%	-$65.1K	0.15%	66
2026 Q1	$619K	Sell	5,808 -784	-12%	-$89K	0.17%	64
2025 Q4	$780K	Sell	6,592 -60	-0.9%	-$7.11K	0.22%	59
2025 Q3	$779K	Hold	6,652	–	–	0.41%	32
2025 Q2	$706K	Sell	6,652 -3,512	-35%	-$336K	0.45%	32
2025 Q1	$918K	Sell	10,164 -60	-0.6%	-$5.92K	0.39%	43
2024 Q4	$1.03M	Sell	10,224 -28	-0.3%	-$2.75K	0.43%	42
2024 Q3	$962K	Sell	10,252 -320	-3%	-$29K	0.42%	47
2024 Q2	$963K	Buy	+10,572	New	+$903K	0.47%	45

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

Peak Planning Group's IWF Position: Q2 2026 in Review

Peak Planning Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.3% in Q2 2026, selling an estimated $65.1K and leaving 5,268 shares worth $654K. The position accounts for 0.15% of the portfolio, ranked #66.

Peak Planning Group first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.03M in Q4 2024. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Peak Planning Group held 5,268 shares of iShares Russell 1000 Growth ETF worth $654K as of Q2 2026.
Peak Planning Group sold 540 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $65.1K.
iShares Russell 1000 Growth ETF made up 0.15% of Peak Planning Group's portfolio in Q2 2026, its #66 holding.
Peak Planning Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
Peak Planning Group's iShares Russell 1000 Growth ETF position peaked at $1.03M in Q4 2024.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.