Planning Strategies Inc.’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Planning Strategies Inc.’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	$94.4K	Buy	+760	New	+$91.6K	0.06%	103

Other funds holding IWF

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Strategies Inc.'s IWF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 760 shares worth $94.4K. The stake represents 0.06% of the portfolio and ranks #103 among its holdings.

1,071 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Planning Strategies Inc. held 760 shares of iShares Russell 1000 Growth ETF worth $94.4K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.06% of Planning Strategies Inc.'s portfolio in Q2 2026, its #103 holding.
1,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.