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

United 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
Q1 		– Sell
-48
Closed -$5.68K – 539
2025
Q4 		$5.68K Sell
48
-2,340
-98% -$277K ﹤0.01% 258
2025
Q3 		$73.5K Buy
+2,388
New +$266K 0.05% 67

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

United Financial Planning Group's IWF Position: Q1 2026 in Review

United Financial Planning Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 48 shares — an estimated $5.68K sold.

United Financial Planning Group first reported a position in IWF in Q3 2025 and held it in 2 quarters. The position peaked at $73.5K in Q3 2025. 2,445 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • United Financial Planning Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 48 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $5.68K.
  • United Financial Planning Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's iShares Russell 1000 Growth ETF position peaked at $73.5K in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.