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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Planning Center Inc's IWF Position: Q2 2026 in Review

Planning Center Inc reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q2 2026, selling an estimated $48.2K and leaving 3,308 shares worth $411K. 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 17 quarters since. The position peaked at $541K in Q1 2025. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Planning Center Inc held 3,308 shares of iShares Russell 1000 Growth ETF worth $411K as of Q2 2026.
  • Planning Center Inc sold 400 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $48.2K.
  • iShares Russell 1000 Growth ETF made up 0.04% of Planning Center Inc's portfolio in Q2 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 17 quarters since.
  • Planning Center Inc's iShares Russell 1000 Growth ETF position peaked at $541K in Q1 2025.
  • 1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.