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

Prosperity Planning’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	$1.09M	Sell	8,747 -1	-0%	-$121	0.25%	56
2026 Q1	$932K	Hold	8,748	–	–	0.24%	57
2025 Q4	$1.04M	Sell	8,748 -332	-4%	-$39.3K	0.27%	56
2025 Q3	$1.06M	Sell	9,080 -124	-1%	-$13.8K	0.29%	53
2025 Q2	$977K	Hold	9,204	–	–	0.28%	55
2025 Q1	$831K	Hold	9,204	–	–	0.26%	58
2024 Q4	$924K	Hold	9,204	–	–	0.3%	58
2024 Q3	$864K	Hold	9,204	–	–	0.27%	61
2024 Q2	$839K	Hold	9,204	–	–	0.29%	59
2024 Q1	$775K	Hold	9,204	–	–	0.27%	57
2023 Q4	$698K	Sell	9,204 -176	-2%	-$12.4K	0.26%	59
2023 Q3	$624K	Hold	9,380	–	–	0.26%	59
2023 Q2	$645K	Sell	9,380 -48	-0.5%	-$3.05K	0.27%	59
2023 Q1	$576K	Hold	9,428	–	–	0.25%	62
2022 Q4	$505K	Hold	9,428	–	–	0.25%	57
2022 Q3	$496K	Sell	9,428 -1,400	-13%	-$82.3K	0.26%	58
2022 Q2	$554K	Hold	10,828	–	–	0.28%	52
2022 Q1	$752K	Hold	10,828	–	–	0.37%	43
2021 Q4	$827K	Sell	10,828 -668	-6%	-$49.5K	0.42%	42
2021 Q3	$788K	Buy	11,496 +64	+0.6%	+$4.53K	0.43%	42
2021 Q2	$776K	Buy	11,432 +3,024	+36%	+$195K	0.48%	40
2021 Q1	$511K	Sell	8,408 -1,104	-12%	-$67.2K	0.36%	47
2020 Q4	$574K	Buy	+9,512	New	+$541K	0.49%	41

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

Prosperity Planning's IWF Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, selling an estimated $121 and leaving 8,747 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #56.

Prosperity Planning first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Prosperity Planning held 8,747 shares of iShares Russell 1000 Growth ETF worth $1.09M as of Q2 2026.
Prosperity Planning sold 1 iShares Russell 1000 Growth ETF share in Q2 2026, an estimated $121.
iShares Russell 1000 Growth ETF made up 0.25% of Prosperity Planning's portfolio in Q2 2026, its #56 holding.
Prosperity Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.