A detailed history of Planwiser Financial, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Planwiser Financial, LLC holds 895 shares of IWF stock, worth $421,482. This represents 0.35% of its overall portfolio holdings.

Number of Shares
895
Previous 905 1.1%
Holding current value
$421,482
Previous $399 Million 9.32%
% of portfolio
0.35%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$420.11 - $472.68 $4,201 - $4,726
-10 Reduced 1.1%
895 $437 Million
Q2 2025

Aug 13, 2025

SELL
$320.42 - $424.58 $38,450 - $50,949
-120 Reduced 11.71%
905 $399 Million
Q1 2025

May 08, 2025

BUY
$360.07 - $417.26 $369,071 - $427,691
1,025 New
1,025 $382 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Planwiser Financial, LLC Portfolio

Follow Planwiser Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planwiser Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Planwiser Financial, LLC with notifications on news.