Retirement Planning Group (Kansas)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Retirement Planning Group (Kansas)’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 Q1	$1.46M	Buy	13,708 +1,664	+14%	+$189K	0.05%	171
2025 Q4	$1.43M	Buy	12,044 +244	+2%	+$28.9K	0.05%	154
2025 Q3	$1.38M	Buy	11,800 +1,228	+12%	+$137K	0.05%	152
2025 Q2	$1.12M	Buy	10,572 +6,276	+146%	+$600K	0.05%	134
2025 Q1	$388K	Sell	4,296 -7,720	-64%	-$762K	0.02%	219
2024 Q4	$1.21M	Sell	12,016 -3,960	-25%	-$389K	0.06%	111
2024 Q3	$1.5M	Buy	15,976 +9,260	+138%	+$840K	0.08%	101
2024 Q2	$612K	Sell	6,716 -844	-11%	-$72.1K	0.04%	144
2024 Q1	$637K	Sell	7,560 -4,120	-35%	-$332K	0.05%	127
2023 Q4	$885K	Buy	11,680 +888	+8%	+$62.8K	0.08%	87
2023 Q3	$718K	Sell	10,792 -20	-0.2%	-$1.38K	0.08%	75
2023 Q2	$744K	Buy	10,812 +1,036	+11%	+$65.9K	0.07%	78
2023 Q1	$597K	Sell	9,776 -28,808	-75%	-$1.66M	0.06%	79
2022 Q4	$2.07M	Sell	38,584 -4,656	-11%	-$256K	0.24%	41
2022 Q3	$2.27M	Buy	43,240 +15,184	+54%	+$893K	0.29%	32
2022 Q2	$1.53M	Buy	28,056 +24,224	+632%	+$1.45M	0.19%	32
2022 Q1	$266K	Buy	3,832 +4	+0.1%	+$273	0.03%	91
2021 Q4	$293K	Hold	3,828	–	–	0.03%	86
2021 Q3	$262K	Hold	3,828	–	–	0.03%	77
2021 Q2	$260K	Buy	3,828 +108	+3%	+$6.96K	0.03%	74
2021 Q1	$226K	Hold	3,720	–	–	0.03%	58
2020 Q4	$224K	Hold	3,720	–	–	0.03%	58
2020 Q3	$202K	Buy	+3,720	New	+$196K	0.03%	56
2020 Q1	–	Sell	-9,708	Closed	-$427K	–	62
2019 Q4	$427K	Buy	9,708 +1,564	+19%	+$65.3K	0.09%	47
2019 Q3	$325K	Hold	8,144	–	–	0.07%	53
2019 Q2	$320K	Hold	8,144	–	–	0.07%	51
2019 Q1	$308K	Sell	8,144 -436	-5%	-$15.7K	0.07%	52
2018 Q4	$281K	Buy	8,580 +4	+0%	+$141	0.08%	51
2018 Q3	$334K	Hold	8,576	–	–	0.09%	37
2018 Q2	$308K	Hold	8,576	–	–	0.08%	41
2018 Q1	$292K	Sell	8,576 -84	-1%	-$2.94K	0.08%	40
2017 Q4	$292K	Sell	8,660 -1,224	-12%	-$40.1K	0.08%	41
2017 Q3	$309K	Sell	9,884 -176	-2%	-$5.39K	0.09%	39
2017 Q2	$299K	Buy	10,060 +340	+3%	+$9.98K	0.09%	40
2017 Q1	$276K	Buy	9,720 +884	+10%	+$24.5K	0.08%	43
2016 Q4	$232K	Sell	8,836 -1,384	-14%	-$35.9K	0.07%	47
2016 Q3	$266K	Sell	10,220 -172	-2%	-$4.47K	0.09%	43
2016 Q2	$261K	Buy	10,392 +88	+0.9%	+$2.2K	0.09%	46
2016 Q1	$257K	Sell	10,304 -236	-2%	-$5.58K	0.09%	45
2015 Q4	$262K	Hold	10,540	–	–	0.1%	45
2015 Q3	$245K	Sell	10,540 -956	-8%	-$23.5K	0.11%	49
2015 Q2	$285K	Sell	11,496 -5,376	-32%	-$135K	0.12%	51
2015 Q1	$417K	Buy	16,872 +7,736	+85%	+$189K	0.17%	45
2014 Q4	$218K	Sell	9,136 -1,748	-16%	-$40.9K	0.07%	63
2014 Q3	$249K	Sell	10,884 -6,200	-36%	-$142K	0.08%	58
2014 Q2	$388K	Sell	17,084 -2,800	-14%	-$61.4K	0.12%	54
2014 Q1	$430K	Hold	19,884	–	–	0.14%	53
2013 Q4	$427K	Sell	19,884 -1,996	-9%	-$41K	0.15%	52
2013 Q3	$428K	Buy	21,880 +528	+2%	+$10.1K	0.16%	53
2013 Q2	$388K	Buy	+21,352	New	+$391K	0.16%	56

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IWF Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its iShares Russell 1000 Growth ETF (IWF) stake by 14% in Q1 2026, buying an estimated $189K and bringing the position to 13,708 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #171.

Retirement Planning Group (Kansas) first reported a position in IWF in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.27M in Q3 2022. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Retirement Planning Group (Kansas) held 13,708 shares of iShares Russell 1000 Growth ETF worth $1.46M as of Q1 2026.
Retirement Planning Group (Kansas) bought 1,664 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $189K.
iShares Russell 1000 Growth ETF made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #171 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 50 quarters since.
Retirement Planning Group (Kansas)'s iShares Russell 1000 Growth ETF position peaked at $2.27M in Q3 2022.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.