Valtinson Bruner Financial Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Valtinson Bruner Financial 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	$341K	Hold	2,744	–	–	0.09%	120
2026 Q1	$293K	Hold	2,744	–	–	0.08%	126
2025 Q4	$325K	Hold	2,744	–	–	0.09%	112
2025 Q3	$321K	Buy	2,744 +140	+5%	+$15.6K	0.1%	111
2025 Q2	$276K	Buy	2,604 +56	+2%	+$5.36K	0.09%	119
2025 Q1	$230K	Hold	2,548	–	–	0.08%	124
2024 Q4	$256K	Hold	2,548	–	–	0.09%	125
2024 Q3	$239K	Buy	2,548 +120	+5%	+$10.9K	0.08%	121
2024 Q2	$221K	Buy	+2,428	New	+$207K	0.09%	118

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valtinson Bruner Financial Planning's IWF Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,744 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #120.

Valtinson Bruner Financial Planning first reported a position in IWF in Q2 2024 and has held it in 9 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Valtinson Bruner Financial Planning held 2,744 shares of iShares Russell 1000 Growth ETF worth $341K as of Q2 2026.
Valtinson Bruner Financial Planning left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.09% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #120 holding.
Valtinson Bruner Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.