Planned Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Planned Solutions’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
2025 Q2	–	Sell	-5,444	Closed	-$492K	–	127
2025 Q1	$492K	Buy	+5,444	New	+$537K	0.2%	57
2024 Q4	–	Sell	-448	Closed	-$42.2K	–	373
2024 Q3	$42.2K	Buy	+448	New	+$40.6K	0.02%	319
2024 Q1	–	Sell	-448	Closed	-$34K	–	314
2023 Q4	$34K	Buy	+448	New	+$31.7K	0.02%	325
2021 Q1	–	Sell	-448	Closed	-$27K	–	236
2020 Q4	$27K	Hold	448	–	–	0.02%	259
2020 Q3	$24K	Buy	+448	New	+$23.6K	0.02%	203

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planned Solutions's IWF Position: Q2 2025 in Review

Planned Solutions sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2025, closing a stake of 5,444 shares — an estimated $492K sold.

Planned Solutions first reported a position in IWF in Q3 2020 and held it in 5 quarters. The position peaked at $492K in Q1 2025. 2,295 funds tracked by Wall St. Rank hold IWF as of Q2 2025.

Planned Solutions reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Planned Solutions sold 5,444 iShares Russell 1000 Growth ETF shares in Q2 2025, an estimated $492K.
Planned Solutions first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and held it in 5 quarters.
Planned Solutions's iShares Russell 1000 Growth ETF position peaked at $492K in Q1 2025.
2,295 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2025.

Based on Planned Solutions's 13F filing for Q2 2025, filed 29 Jul 2025.