Prepared Retirement Institute’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Prepared Retirement Institute’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	$223K	Buy	+1,792	New	+$216K	0.09%	92
2025 Q3	–	Sell	-2,020	Closed	-$214K	–	88
2025 Q2	$214K	Buy	+2,020	New	+$193K	0.13%	83
2025 Q1	–	Sell	-3,432	Closed	-$344K	–	87
2024 Q4	$344K	Buy	3,432 +272	+9%	+$26.8K	0.2%	54
2024 Q3	$297K	Hold	3,160	–	–	0.18%	61
2024 Q2	$288K	Buy	3,160 +132	+4%	+$11.3K	0.19%	61
2024 Q1	$255K	Sell	3,028 -196	-6%	-$15.8K	0.19%	57
2023 Q4	$244K	Buy	+3,224	New	+$228K	0.18%	68

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 22.9% 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

Prepared Retirement Institute's IWF Position: Q2 2026 in Review

Prepared Retirement Institute opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,792 shares worth $223K. The stake represents 0.09% of the portfolio and ranks #92 among its holdings. This is a return to the name: Prepared Retirement Institute previously reported a position in IWF as recently as Q2 2025.

Prepared Retirement Institute first reported a position in IWF in Q4 2023 and has held it in 7 quarters since. The position peaked at $344K in Q4 2024. 2,517 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Prepared Retirement Institute held 1,792 shares of iShares Russell 1000 Growth ETF worth $223K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Prepared Retirement Institute position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Prepared Retirement Institute's portfolio in Q2 2026, its #92 holding.
Prepared Retirement Institute first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 7 quarters since.
Prepared Retirement Institute's iShares Russell 1000 Growth ETF position peaked at $344K in Q4 2024.
2,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.