Plan Group Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Plan Group Financial’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	$2.55M	Buy	+20,555	New	+$2.48M	0.53%	65

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

Plan Group Financial's IWF Position: Q2 2026 in Review

Plan Group Financial opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 20,555 shares worth $2.55M. The stake represents 0.53% of the portfolio and ranks #65 among its holdings.

2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Plan Group Financial held 20,555 shares of iShares Russell 1000 Growth ETF worth $2.55M as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Plan Group Financial position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.53% of Plan Group Financial's portfolio in Q2 2026, its #65 holding.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.