WealthPlan Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WealthPlan Investment Management’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	$1.84M	Sell	14,854 -366	-2%	-$44.1K	0.09%	171
2026 Q1	$1.62M	Buy	+15,220	New	+$1.73M	0.09%	175
2023 Q1	–	Sell	-13,600	Closed	-$810K	–	506
2022 Q4	$810K	Sell	13,600 -940	-6%	-$51.7K	0.06%	192
2022 Q3	$811K	Buy	+14,540	New	+$855K	0.06%	184
2022 Q1	$1.04M	Buy	+17,080	New	+$1.17M	0.07%	166

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

WealthPlan Investment Management's IWF Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.4% in Q2 2026, selling an estimated $44.1K and leaving 14,854 shares worth $1.84M. The position accounts for 0.09% of the portfolio, ranked #171.

WealthPlan Investment Management first reported a position in IWF in Q1 2022 and has held it in 5 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

WealthPlan Investment Management held 14,854 shares of iShares Russell 1000 Growth ETF worth $1.84M as of Q2 2026.
WealthPlan Investment Management sold 366 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $44.1K.
iShares Russell 1000 Growth ETF made up 0.09% of WealthPlan Investment Management's portfolio in Q2 2026, its #171 holding.
WealthPlan Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 5 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.