PlanVest Financial
IWF icon

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

PlanVest 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
Q3 		$2.37M Sell
18,920
-128
-0.7% -$15.7K 1.52% 19
2026
Q2 		$2.37M Buy
19,048
+1,268
+7% +$153K 1.58% 18
2026
Q1 		$1.9M Buy
+17,780
New +$2.02M 1.44% 19

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PlanVest Financial's IWF Position: Q3 2026 in Review

PlanVest Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.67% in Q3 2026, selling an estimated $15.7K and leaving 18,920 shares worth $2.37M. The position accounts for 1.52% of the portfolio, ranked #19.

PlanVest Financial first reported a position in IWF in Q1 2026 and has held it in 3 quarters since. 2,282 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • PlanVest Financial held 18,920 shares of iShares Russell 1000 Growth ETF worth $2.37M as of Q3 2026.
  • PlanVest Financial sold 128 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $15.7K.
  • iShares Russell 1000 Growth ETF made up 1.52% of PlanVest Financial's portfolio in Q3 2026, its #19 holding.
  • PlanVest Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 2,282 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.