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Total Wealth Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Total Wealth 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
2025
Q4 		$499K Sell
4,220
-124,240
-97% -$14.7M 1.07% 22
2025
Q3 		$15M Buy
128,460
+16,656
+15% +$1.85M 1.74% 18
2025
Q2 		$11.9M Buy
111,804
+83,596
+296% +$7.99M 1.5% 18
2025
Q1 		$2.55M Sell
28,208
-872
-3% -$86K 0.39% 36
2024
Q4 		$2.92M Sell
29,080
-760
-3% -$74.8K 0.45% 36
2024
Q3 		$2.8M Sell
29,840
-2,228
-7% -$202K 0.44% 36
2024
Q2 		$3.03M Sell
32,068
-2,260
-7% -$193K 0.5% 36
2024
Q1 		$2.89M Sell
34,328
-5,436
-14% -$438K 0.5% 37
2023
Q4 		$3.01M Sell
39,764
-1,872
-4% -$132K 0.55% 37
2023
Q3 		$2.77M Hold
41,636
– – 0.57% 37
2023
Q2 		$2.86M Sell
41,636
-396
-0.9% -$25.2K 0.6% 36
2023
Q1 		$2.57M Sell
42,032
-2,556
-6% -$147K 0.57% 35
2022
Q4 		$2.39M Buy
44,588
+18,036
+68% +$992K 0.59% 34
2022
Q3 		$1.4M Buy
26,552
+11,480
+76% +$675K 0.4% 37
2022
Q2 		$824K Sell
15,072
-32
-0.2% -$1.92K 0.24% 49
2022
Q1 		$1.05M Sell
15,104
-3,532
-19% -$241K 0.28% 46
2021
Q4 		$705K Buy
18,636
+5,384
+41% +$399K 0.44% 23
2021
Q3 		$908K Sell
13,252
-344
-3% -$24.3K 0.33% 26
2021
Q2 		$923K Sell
13,596
-72
-0.5% -$4.64K 0.36% 24
2021
Q1 		$830K Sell
13,668
-156
-1% -$9.49K 0.35% 25
2020
Q4 		$833K Sell
13,824
-1,720
-11% -$97.9K 0.39% 25
2020
Q3 		$843K Sell
15,544
-616
-4% -$32.5K 0.44% 25
2020
Q2 		$775K Sell
16,160
-660
-4% -$29.1K 0.43% 24
2020
Q1 		$633K Sell
16,820
-152
-0.9% -$6.55K 0.41% 24
2019
Q4 		$746K Sell
16,972
-60
-0.4% -$2.5K 0.4% 23
2019
Q3 		$680K Hold
17,032
– – 0.39% 23
2019
Q2 		$670K Sell
17,032
-1,604
-9% -$62.1K 0.4% 23
2019
Q1 		$705K Hold
18,636
– – 0.44% 23
2018
Q4 		$610K Buy
+18,636
New +$657K 0.42% 22

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Total Wealth Planning's IWF Position: Q4 2025 in Review

Total Wealth Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 97% in Q4 2025, selling an estimated $14.7M and leaving 4,220 shares worth $499K. The position accounts for 1.07% of the portfolio, ranked #22.

Total Wealth Planning first reported a position in IWF in Q4 2018 and has held it in 29 quarters since. The position peaked at $15M in Q3 2025. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

  • Total Wealth Planning held 4,220 shares of iShares Russell 1000 Growth ETF worth $499K as of Q4 2025.
  • Total Wealth Planning sold 124,240 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $14.7M.
  • iShares Russell 1000 Growth ETF made up 1.07% of Total Wealth Planning's portfolio in Q4 2025, its #22 holding.
  • Total Wealth Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Total Wealth Planning's iShares Russell 1000 Growth ETF position peaked at $15M in Q3 2025.
  • 2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.