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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
Q3 		$1.1M Hold
8,747
– – 0.24% 55
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Prosperity Planning's IWF Position: Q3 2026 in Review

Prosperity Planning held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2026 at 8,747 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #55.

Prosperity Planning first reported a position in IWF in Q4 2020 and has held it in 24 quarters since. 154 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Prosperity Planning held 8,747 shares of iShares Russell 1000 Growth ETF worth $1.1M as of Q3 2026.
  • Prosperity Planning left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Growth ETF made up 0.24% of Prosperity Planning's portfolio in Q3 2026, its #55 holding.
  • Prosperity Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.