Vertex Planning Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vertex Planning Partners’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	–	Sell	-3,200	Closed	-$375K	–	164
2025 Q3	$375K	Hold	3,200	–	–	0.07%	142
2025 Q2	$340K	Hold	3,200	–	–	0.07%	139
2025 Q1	$289K	Sell	3,200 -144	-4%	-$14.2K	0.06%	147
2024 Q4	$336K	Buy	3,344 +144	+5%	+$14.2K	0.07%	139
2024 Q3	$300K	Hold	3,200	–	–	0.07%	130
2024 Q2	$292K	Sell	3,200 -4,280	-57%	-$365K	0.08%	125
2024 Q1	$630K	Buy	7,480 +3,748	+100%	+$302K	0.17%	67
2023 Q4	$283K	Sell	3,732 -1,588	-30%	-$112K	0.08%	121
2023 Q3	$354K	Hold	5,320	–	–	0.12%	90
2023 Q2	$366K	Hold	5,320	–	–	0.12%	84
2023 Q1	$325K	Buy	5,320 +332	+7%	+$19.1K	0.12%	85
2022 Q4	$267K	Buy	+4,988	New	+$274K	0.1%	118

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vertex Planning Partners's IWF Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 3,200 shares — an estimated $375K sold.

Vertex Planning Partners first reported a position in IWF in Q4 2022 and held it in 12 quarters. The position peaked at $630K in Q1 2024. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Vertex Planning Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 3,200 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $375K.
Vertex Planning Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 12 quarters.
Vertex Planning Partners's iShares Russell 1000 Growth ETF position peaked at $630K in Q1 2024.
2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.