AAFMAA Wealth Management & Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

AAFMAA Wealth Management & Trust’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
2023 Q2	–	Sell	-4,060	Closed	-$248K	–	51
2023 Q1	$248K	Hold	4,060	–	–	0.2%	51
2022 Q4	$217K	Hold	4,060	–	–	0.2%	52
2022 Q3	$214K	Buy	+4,060	New	+$239K	0.16%	63
2022 Q2	–	Sell	-7,912	Closed	-$549K	–	59
2022 Q1	$549K	Sell	7,912 -140	-2%	-$9.56K	0.25%	55
2021 Q4	$615K	Sell	8,052 -20	-0.2%	-$1.48K	0.27%	56
2021 Q3	$553K	Sell	8,072 -320	-4%	-$22.6K	0.26%	57
2021 Q2	$570K	Sell	8,392 -300	-3%	-$19.3K	0.26%	55
2021 Q1	$528K	Sell	8,692 -800	-8%	-$48.7K	0.25%	54
2020 Q4	$572K	Buy	+9,492	New	+$540K	0.28%	51

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

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

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

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

AAFMAA Wealth Management & Trust's IWF Position: Q2 2023 in Review

AAFMAA Wealth Management & Trust sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2023, closing a stake of 4,060 shares — an estimated $248K sold.

AAFMAA Wealth Management & Trust first reported a position in IWF in Q4 2020 and held it in 9 quarters. The position peaked at $615K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

AAFMAA Wealth Management & Trust reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2023 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 4,060 iShares Russell 1000 Growth ETF shares in Q2 2023, an estimated $248K.
AAFMAA Wealth Management & Trust first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 9 quarters.
AAFMAA Wealth Management & Trust's iShares Russell 1000 Growth ETF position peaked at $615K in Q4 2021.
1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2023, filed 4 Aug 2023.