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Stonebridge Financial Planning Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stonebridge Financial Planning Group’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 		$4.1M Sell
33,033
-2,475
-7% -$298K 1.31% 18
2026
Q1 		$3.79M Sell
35,508
-1,104
-3% -$125K 1.39% 17
2025
Q4 		$4.33M Sell
36,612
-168
-0.5% -$19.9K 1.56% 16
2025
Q3 		$4.31M Buy
36,780
+4
+0% +$445 1.62% 11
2025
Q2 		$3.9M Sell
36,776
-1,160
-3% -$111K 1.63% 11
2025
Q1 		$3.42M Sell
37,936
-1,376
-4% -$136K 1.56% 12
2024
Q4 		$3.95M Buy
39,312
+11,896
+43% +$1.17M 1.76% 9
2024
Q3 		$2.57M Sell
27,416
-96
-0.3% -$8.7K 1.23% 20
2024
Q2 		$2.51M Sell
27,512
-200
-0.7% -$17.1K 1.26% 17
2024
Q1 		$2.34M Sell
27,712
-1,104
-4% -$89K 1.23% 16
2023
Q4 		$2.18M Buy
28,816
+92
+0.3% +$6.51K 1.26% 19
2023
Q3 		$1.91M Sell
28,724
-200
-0.7% -$13.8K 1.23% 24
2023
Q2 		$1.99M Sell
28,924
-712
-2% -$45.3K 1.21% 26
2023
Q1 		$1.81M Sell
29,636
-2,632
-8% -$152K 1.17% 25
2022
Q4 		$1.73M Sell
32,268
-2,104
-6% -$116K 1.15% 25
2022
Q3 		$1.81M Sell
34,372
-1,140
-3% -$67K 1.26% 23
2022
Q2 		$1.94M Sell
35,512
-4,600
-11% -$276K 1.32% 21
2022
Q1 		$2.78M Buy
40,112
+384
+1% +$26.2K 1.56% 20
2021
Q4 		$2.69M Sell
39,728
-360
-0.9% -$26.7K 1.41% 20
2021
Q3 		$3.02M Sell
40,088
-1,364
-3% -$96.5K 1.48% 21
2021
Q2 		$2.89M Buy
41,452
+664
+2% +$42.8K 1.53% 17
2021
Q1 		$2.62M Buy
40,788
+3,260
+9% +$198K 1.53% 18
2020
Q4 		$2.26M Buy
37,528
+3,024
+9% +$172K 1.43% 22
2020
Q3 		$1.94M Sell
34,504
-5,396
-14% -$284K 1.4% 21
2020
Q2 		$1.95M Buy
39,900
+1,380
+4% +$60.8K 1.66% 19
2020
Q1 		$1.54M Sell
38,520
-2,120
-5% -$91.4K 1.53% 21
2019
Q4 		$1.79M Buy
+40,640
New +$1.7M 1.62% 20

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Planning Group's IWF Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7% in Q2 2026, selling an estimated $298K and leaving 33,033 shares worth $4.1M. The position accounts for 1.31% of the portfolio, ranked #18.

Stonebridge Financial Planning Group first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.33M in Q4 2025. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Stonebridge Financial Planning Group held 33,033 shares of iShares Russell 1000 Growth ETF worth $4.1M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 2,475 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $298K.
  • iShares Russell 1000 Growth ETF made up 1.31% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #18 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's iShares Russell 1000 Growth ETF position peaked at $4.33M in Q4 2025.
  • 2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.