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Summit Wealth & Retirement Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Summit Wealth & Retirement 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 		$5.2M Sell
41,871
-5
-0% -$603 1.1% 17
2026
Q1 		$4.46M Sell
41,876
-388
-0.9% -$44K 1.07% 18
2025
Q4 		$5M Sell
42,264
-2,160
-5% -$256K 1.18% 17
2025
Q3 		$5.2M Sell
44,424
-380
-0.8% -$42.3K 1.28% 17
2025
Q2 		$4.76M Sell
44,804
-712
-2% -$68.1K 1.28% 18
2025
Q1 		$4.11M Sell
45,516
-376
-0.8% -$37.1K 1.26% 17
2024
Q4 		$4.61M Buy
45,892
+2,956
+7% +$291K 1.43% 17
2024
Q3 		$4.03M Sell
42,936
-2,640
-6% -$239K 1.29% 17
2024
Q2 		$4.15M Sell
45,576
-744
-2% -$63.5K 1.41% 17
2024
Q1 		$3.9M Sell
46,320
-152
-0.3% -$12.2K 1.39% 17
2023
Q4 		$3.52M Sell
46,472
-2,832
-6% -$200K 1.49% 16
2023
Q3 		$3.28M Buy
49,304
+480
+1% +$33.1K 1.32% 19
2023
Q2 		$3.36M Sell
48,824
-2,548
-5% -$162K 1.32% 20
2023
Q1 		$3.14M Buy
51,372
+4,516
+10% +$260K 1.17% 21
2022
Q4 		$2.51M Sell
46,856
-15,708
-25% -$864K 1.02% 21
2022
Q3 		$3.29M Sell
62,564
-11,352
-15% -$668K 1.31% 20
2022
Q2 		$4.04M Buy
73,916
+17,504
+31% +$1.05M 1.55% 17
2022
Q1 		$3.92M Buy
56,412
+24,360
+76% +$1.66M 1.38% 19
2021
Q4 		$2.45M Buy
32,052
+3,664
+13% +$272K 0.84% 25
2021
Q3 		$1.95M Hold
28,388
– – 0.71% 28
2021
Q2 		$1.93M Sell
28,388
-2,288
-7% -$148K 0.71% 30
2021
Q1 		$1.86M Sell
30,676
-304
-1% -$18.5K 0.69% 31
2020
Q4 		$1.87M Buy
30,980
+2,480
+9% +$141K 0.71% 30
2020
Q3 		$1.54M Sell
28,500
-2,536
-8% -$134K 0.66% 32
2020
Q2 		$1.49M Sell
31,036
-240
-0.8% -$10.6K 0.7% 35
2020
Q1 		$1.18M Buy
31,276
+7,056
+29% +$304K 0.63% 41
2019
Q4 		$1.06M Sell
24,220
-1,044
-4% -$43.6K 0.47% 42
2019
Q3 		$1.01M Sell
25,264
-1,492
-6% -$59.8K 0.61% 36
2019
Q2 		$1.05M Sell
26,756
-2,316
-8% -$89.6K 0.62% 40
2019
Q1 		$1.1M Buy
29,072
+20
+0.1% +$719 0.65% 36
2018
Q4 		$951K Buy
+29,052
New +$1.02M 0.72% 34

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

Summit Wealth & Retirement Planning's IWF Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.01% in Q2 2026, selling an estimated $603 and leaving 41,871 shares worth $5.2M. The position accounts for 1.1% of the portfolio, ranked #17.

Summit Wealth & Retirement Planning first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.2M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Summit Wealth & Retirement Planning held 41,871 shares of iShares Russell 1000 Growth ETF worth $5.2M as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 5 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $603.
  • iShares Russell 1000 Growth ETF made up 1.1% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #17 holding.
  • Summit Wealth & Retirement Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Summit Wealth & Retirement Planning's iShares Russell 1000 Growth ETF position peaked at $5.2M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.