9258 Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

9258 Wealth Management’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
2024 Q3	$1.6M	Buy	17,064 +88	+0.5%	+$7.98K	0.24%	84
2024 Q2	$1.55M	Hold	16,976	–	–	0.24%	84
2024 Q1	$1.43M	Buy	16,976 +4,144	+32%	+$334K	0.22%	88
2023 Q4	$973K	Buy	12,832 +1,692	+15%	+$120K	0.17%	118
2023 Q3	$741K	Buy	11,140 +1,884	+20%	+$130K	0.14%	131
2023 Q2	$637K	Sell	9,256 -428	-4%	-$27.2K	0.12%	150
2023 Q1	$592K	Sell	9,684 -2,064	-18%	-$119K	0.12%	156
2022 Q4	$629K	Buy	11,748 +2,944	+33%	+$162K	0.14%	144
2022 Q3	$463K	Sell	8,804 -476	-5%	-$28K	0.12%	172
2022 Q2	$507K	Sell	9,280 -200	-2%	-$12K	0.13%	173
2022 Q1	$658K	Buy	9,480 +1,404	+17%	+$95.8K	0.15%	151
2021 Q4	$617K	Buy	8,076 +172	+2%	+$12.8K	0.14%	157
2021 Q3	$542K	Hold	7,904	–	–	0.14%	159
2021 Q2	$536K	Hold	7,904	–	–	0.14%	157
2021 Q1	$480K	Hold	7,904	–	–	0.14%	158
2020 Q4	$476K	Buy	+7,904	New	+$450K	0.16%	153

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

9258 Wealth Management's IWF Position: Q3 2024 in Review

9258 Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.52% in Q3 2024, buying an estimated $7.98K and bringing the position to 17,064 shares worth $1.6M. The position accounts for 0.24% of the portfolio, ranked #84.

9258 Wealth Management first reported a position in IWF in Q4 2020 and has held it in 16 quarters since. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

9258 Wealth Management held 17,064 shares of iShares Russell 1000 Growth ETF worth $1.6M as of Q3 2024.
9258 Wealth Management bought 88 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $7.98K.
iShares Russell 1000 Growth ETF made up 0.24% of 9258 Wealth Management's portfolio in Q3 2024, its #84 holding.
9258 Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 16 quarters since.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.