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

Strategic 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 		$425K Buy
3,422
+2
+0.1% +$241 0.05% 62
2026
Q1 		$365K Buy
+3,420
New +$388K 0.05% 61

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

Strategic Planning Group's IWF Position: Q2 2026 in Review

Strategic Planning Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.06% in Q2 2026, buying an estimated $241 and bringing the position to 3,422 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #62.

Strategic Planning Group first reported a position in IWF in Q1 2026 and has held it in 2 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Strategic Planning Group held 3,422 shares of iShares Russell 1000 Growth ETF worth $425K as of Q2 2026.
  • Strategic Planning Group bought 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
  • iShares Russell 1000 Growth ETF made up 0.05% of Strategic Planning Group's portfolio in Q2 2026, its #62 holding.
  • Strategic Planning Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.