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

PlanWiser 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	$414K	Sell	3,332 -152	-4%	-$18.3K	0.29%	40
2026 Q1	$408K	Hold	3,484	–	–	0.3%	38
2025 Q4	$403K	Sell	3,484 -96	-3%	-$11.4K	0.3%	39
2025 Q3	$437K	Sell	3,580 -40	-1%	-$4.45K	0.35%	41
2025 Q2	$399K	Sell	3,620 -480	-12%	-$45.9K	0.34%	38
2025 Q1	$382K	Buy	+4,100	New	+$404K	0.35%	39

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PlanWiser Financial's IWF Position: Q2 2026 in Review

PlanWiser Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.4% in Q2 2026, selling an estimated $18.3K and leaving 3,332 shares worth $414K. The position accounts for 0.29% of the portfolio, ranked #40.

PlanWiser Financial first reported a position in IWF in Q1 2025 and has held it in 6 quarters since. The position peaked at $437K in Q3 2025. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

PlanWiser Financial held 3,332 shares of iShares Russell 1000 Growth ETF worth $414K as of Q2 2026.
PlanWiser Financial sold 152 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $18.3K.
iShares Russell 1000 Growth ETF made up 0.29% of PlanWiser Financial's portfolio in Q2 2026, its #40 holding.
PlanWiser Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's iShares Russell 1000 Growth ETF position peaked at $437K in Q3 2025.
2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.