Financial Plan, Inc. Ishares Russell 1000 Gr ETF Transaction History

Financial Plan, Inc.

$871 Billion
Q4 2025

A detailed history of Financial Plan, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Financial Plan, Inc. holds 2,750 shares of IWF stock, worth $1.3 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,750

Holding current value

$1.3 Million

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$459.47 - $491.71 $1.26 Million - $1.35 Million	2,750 New	2,750 $1.3 Billion

Others Institutions Holding IWF

# of Institutions

2,659

Shares Held

203M

Call Options Held

534K

Put Options Held

288K

Bank Of America Corp Charlotte, NC

27.6M
Shares

$13 Billion
0.9% of portfolio
Morgan Stanley New York, NY

27M
Shares

$12.7 Billion
0.8% of portfolio
Jpmorgan Chase & CO New York, NY

7.43M
Shares

$3.5 Billion
0.23% of portfolio
Goldman Sachs Group Inc New York, NY

7.3M
Shares

$3.44 Billion
0.44% of portfolio
Ubs Group Ag

5.89M
Shares

$2.77 Billion
0.45% of portfolio

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About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Financial Plan, Inc. Ishares Russell 1000 Gr ETF Transaction History