Holistic Planning, LLC Ishares Russell 1000 Gr ETF Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 1,566 shares of IWF stock, worth $737,476. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,566

Previous 1,582 1.01%

Holding current value

$737,476

Previous $672 Million 9.17%

% of portfolio

0.19%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$420.11 - $472.68 $6,721 - $7,562	-16 Reduced 1.01%	1,566 $733 Million
Q2 2025 Jul 28, 2025	BUY	$320.42 - $424.58 $163,093 - $216,111	509 Added 47.44%	1,582 $672 Million
Q1 2025 Apr 23, 2025	SELL	$360.07 - $417.26 $12,242 - $14,186	-34 Reduced 3.07%	1,073 $387 Million
Q4 2024 Jan 24, 2025	BUY	$370.24 - $418.94 $25,916 - $29,325	70 Added 6.75%	1,107 $445 Million
Q3 2024 Nov 01, 2024	BUY	$332.02 - $382.76 $105,250 - $121,334	317 Added 44.03%	1,037 $389 Million

Q1 2024 May 01, 2024	SELL	$294.43 - $339.01 $47,992 - $55,258	-163 Reduced 18.46%	720 $243 Million
Q4 2023 Feb 14, 2024	BUY	$256.94 - $304.21 $226,878 - $268,617	883 New	883 $268 Million

Others Institutions Holding IWF

# of Institutions

2,640

Shares Held

205M

Call Options Held

534K

Put Options Held

288K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Holistic Planning, LLC with notifications on news.

Account

Holistic Planning, LLC Ishares Russell 1000 Gr ETF Transaction History