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

WealthPLAN 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
2026
Q1 		– Sell
-14,700
Closed -$1.74M – 238
2025
Q4 		$1.74M Buy
14,700
+1,184
+9% +$140K 0.26% 95
2025
Q3 		$1.58M Sell
13,516
-124
-0.9% -$13.8K 0.24% 103
2025
Q2 		$1.45M Buy
13,640
+8
+0.1% +$765 0.23% 102
2025
Q1 		$1.23M Buy
13,632
+76
+0.6% +$7.5K 0.17% 113
2024
Q4 		$1.36M Buy
13,556
+992
+8% +$97.6K 0.19% 110
2024
Q3 		$1.18M Sell
12,564
-628
-5% -$56.9K 0.16% 117
2024
Q2 		$1.2M Hold
13,192
– – 0.13% 135
2024
Q1 		$1.11M Sell
13,192
-356
-3% -$28.7K 0.12% 147
2023
Q4 		$1.03M Hold
13,548
– – 0.11% 154
2023
Q3 		$901K Buy
13,548
+628
+5% +$43.4K 0.1% 152
2023
Q2 		$889K Sell
12,920
-628
-5% -$39.9K 0.13% 144
2023
Q1 		$828K Sell
13,548
-52
-0.4% -$3K 0.09% 161
2022
Q4 		$813K Buy
+13,600
New +$748K 0.06% 192
2022
Q1 		$1.04M Hold
17,080
– – 0.07% 166
2021
Q4 		$1.19M Hold
17,080
– – 0.08% 161
2021
Q3 		$1.3M Buy
17,080
+10,020
+142% +$709K 0.09% 148
2021
Q2 		$497K Hold
7,060
– – 0.04% 238
2021
Q1 		$450K Buy
7,060
+108
+2% +$6.57K 0.03% 235
2020
Q4 		$435K Buy
6,952
+636
+10% +$36.2K 0.04% 234
2020
Q3 		$355K Hold
6,316
– – 0.03% 231
2020
Q2 		$336K Buy
+6,316
New +$278K 0.03% 223
2019
Q3 		– Sell
-10,768
Closed -$431K – 243
2019
Q2 		$431K Buy
+10,768
New +$417K 0.06% 156
2016
Q3 		$22.8K Buy
+880
New +$22.9K 0.01% 456

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 22.9% 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

WealthPLAN Partners's IWF Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 14,700 shares — an estimated $1.74M sold.

WealthPLAN Partners first reported a position in IWF in Q3 2016 and held it in 23 quarters. The position peaked at $1.74M in Q4 2025. 2,452 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • WealthPLAN Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 14,700 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.74M.
  • WealthPLAN Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2016 and held it in 23 quarters.
  • WealthPLAN Partners's iShares Russell 1000 Growth ETF position peaked at $1.74M in Q4 2025.
  • 2,452 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.