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

Planning Alternatives’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	$1.64M	Hold	15,420	–	–	0.21%	28
2025 Q4	$1.82M	Hold	15,420	–	–	0.23%	22
2025 Q3	$1.81M	Hold	15,420	–	–	0.23%	24
2025 Q2	$1.64M	Hold	15,420	–	–	0.23%	26
2025 Q1	$1.39M	Hold	15,420	–	–	0.21%	26
2024 Q4	$1.55M	Hold	15,420	–	–	0.24%	23
2024 Q3	$1.45M	Hold	15,420	–	–	0.22%	22
2024 Q2	$1.41M	Hold	15,420	–	–	0.23%	23
2024 Q1	$1.3M	Hold	15,420	–	–	0.21%	23
2023 Q4	$1.17M	Hold	15,420	–	–	0.2%	22
2023 Q3	$1.03M	Hold	15,420	–	–	0.2%	24
2023 Q2	$1.06M	Hold	15,420	–	–	0.2%	22
2023 Q1	$942K	Hold	15,420	–	–	0.18%	25
2022 Q4	$826K	Buy	15,420 +720	+5%	+$39.6K	0.15%	29
2022 Q3	$773K	Hold	14,700	–	–	0.16%	26
2022 Q2	$804K	Hold	14,700	–	–	0.15%	27
2022 Q1	$1.02M	Sell	14,700 -2,636	-15%	-$180K	0.16%	26
2021 Q4	$1.32M	Hold	17,336	–	–	0.2%	22
2021 Q3	$1.19M	Sell	17,336 -224	-1%	-$15.8K	0.2%	21
2021 Q2	$1.19M	Sell	17,560 -2,092	-11%	-$135K	0.19%	24
2021 Q1	$1.19M	Hold	19,652	–	–	0.2%	25
2020 Q4	$1.19M	Hold	19,652	–	–	0.21%	26
2020 Q3	$1.07M	Hold	19,652	–	–	0.2%	28
2020 Q2	$943K	Hold	19,652	–	–	0.19%	30
2020 Q1	$740K	Hold	19,652	–	–	0.17%	31
2019 Q4	$864K	Sell	19,652 -228	-1%	-$9.52K	0.15%	32
2019 Q3	$793K	Hold	19,880	–	–	0.15%	34
2019 Q2	$782K	Sell	19,880 -172	-0.9%	-$6.66K	0.14%	34
2019 Q1	$759K	Sell	20,052 -352	-2%	-$12.6K	0.14%	36
2018 Q4	$668K	Hold	20,404	–	–	0.14%	34
2018 Q3	$796K	Sell	20,404 -1,280	-6%	-$48.5K	0.14%	32
2018 Q2	$780K	Buy	+21,684	New	+$765K	0.14%	32
2018 Q1	–	Sell	-21,988	Closed	-$740K	–	48
2017 Q4	$740K	Hold	21,988	–	–	0.13%	33
2017 Q3	$687K	Hold	21,988	–	–	0.13%	35
2017 Q2	$654K	Hold	21,988	–	–	0.12%	35
2017 Q1	$626K	Buy	+21,988	New	+$610K	0.12%	35
2016 Q2	–	Sell	-8,308	Closed	-$207K	–	54
2016 Q1	$207K	Buy	+8,308	New	+$196K	0.05%	46