Prism Planning Partners
IWF icon

Prism Planning Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Prism Planning Partners’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 		$339K Hold
2,703
– – 0.32% 27
2026
Q2 		$336K Sell
2,703
-1
-0% -$121 0.36% 26
2026
Q1 		$288K Sell
2,704
-48
-2% -$5.45K 0.34% 27
2025
Q4 		$326K Buy
+2,752
New +$326K 0.37% 30

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GLOBALT Investments
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OpenArc Corporate Advisory
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Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Creative Planning
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Stairway Partners
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D.A. Davidson & Co
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Prism Planning Partners's IWF Position: Q3 2026 in Review

Prism Planning Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 2,703 shares worth $339K. The position accounts for 0.32% of the portfolio, ranked #27.

Prism Planning Partners first reported a position in IWF in Q4 2025 and has held it in 4 quarters since. 1,372 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Prism Planning Partners held 2,703 shares of iShares Russell 1000 Growth ETF worth $339K as of Q3 2026.
  • Prism Planning Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.32% of Prism Planning Partners's portfolio in Q3 2026, its #27 holding.
  • Prism Planning Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,372 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.