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

Planning Center Inc’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 Q3	$414K	Hold	3,308	–	–	0.04%	57
2026 Q2	$411K	Sell	3,308 -400	-11%	-$48.2K	0.04%	57
2026 Q1	$395K	Sell	3,708 -344	-8%	-$39K	0.04%	54
2025 Q4	$479K	Hold	4,052	–	–	0.05%	48
2025 Q3	$474K	Hold	4,052	–	–	0.05%	46
2025 Q2	$430K	Sell	4,052 -1,936	-32%	-$185K	0.05%	47
2025 Q1	$541K	Buy	5,988 +3,096	+107%	+$305K	0.06%	41
2024 Q4	$290K	Sell	2,892 -400	-12%	-$39.3K	0.04%	53
2024 Q3	$309K	Hold	3,292	–	–	0.04%	55
2024 Q2	$300K	Buy	+3,292	New	+$281K	0.04%	52
2024 Q1	–	Sell	-3,216	Closed	-$244K	–	61
2023 Q4	$244K	Hold	3,216	–	–	0.06%	55
2023 Q3	$214K	Hold	3,216	–	–	0.06%	61
2023 Q2	$221K	Buy	+3,216	New	+$205K	0.06%	66
2023 Q1	–	Sell	-4,052	Closed	-$217K	–	71
2022 Q4	$217K	Hold	4,052	–	–	0.07%	65
2022 Q3	$211K	Sell	4,052 -100	-2%	-$5.88K	0.17%	40
2022 Q2	$233K	Sell	4,152 -2,000	-33%	-$120K	0.18%	42
2022 Q1	$427K	Hold	6,152	–	–	1.23%	20
2021 Q4	$436K	Buy	+6,152	New	+$456K	0.35%	25

Other funds holding IWF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Planning Center Inc's IWF Position: Q3 2026 in Review

Planning Center Inc held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 3,308 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #57.

Planning Center Inc first reported a position in IWF in Q4 2021 and has held it in 18 quarters since. The position peaked at $541K in Q1 2025. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Planning Center Inc held 3,308 shares of iShares Russell 1000 Growth ETF worth $414K as of Q3 2026.
Planning Center Inc left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Planning Center Inc's portfolio in Q3 2026, its #57 holding.
Planning Center Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Planning Center Inc's iShares Russell 1000 Growth ETF position peaked at $541K in Q1 2025.
2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Planning Center Inc's 13F filing for Q3 2026, filed 12 Nov 2026.