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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
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 $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PlanVest Financial's IWF Position: Q2 2026 in Review

PlanVest Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.1% in Q2 2026, buying an estimated $153K and bringing the position to 19,048 shares worth $2.37M. The position accounts for 1.58% of the portfolio, ranked #18.

PlanVest Financial first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. 2,425 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • PlanVest Financial held 19,048 shares of iShares Russell 1000 Growth ETF worth $2.37M as of Q2 2026.
  • PlanVest Financial bought 1,268 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $153K.
  • iShares Russell 1000 Growth ETF made up 1.58% of PlanVest Financial's portfolio in Q2 2026, its #18 holding.
  • PlanVest Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,425 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.