Ahrens Investment Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ahrens Investment Partners’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 Q1	$512K	Hold	8,380	–	–	0.25%	74
2022 Q4	$449K	Hold	8,380	–	–	0.2%	90
2022 Q3	$441K	Hold	8,380	–	–	0.23%	78
2022 Q2	$458K	Hold	8,380	–	–	0.2%	89
2022 Q1	$582K	Hold	8,380	–	–	0.18%	91
2021 Q4	$640K	Hold	8,380	–	–	0.28%	78
2021 Q3	$574K	Hold	8,380	–	–	0.27%	94
2021 Q2	$569K	Hold	8,380	–	–	0.26%	104
2021 Q1	$509K	Hold	8,380	–	–	0.26%	104
2020 Q4	$505K	Hold	8,380	–	–	0.27%	88
2020 Q3	$454K	Sell	8,380 -852	-9%	-$44.9K	0.3%	79
2020 Q2	$443K	Buy	9,232 +608	+7%	+$26.8K	0.27%	81
2020 Q1	$325K	Buy	8,624 +96	+1%	+$4.14K	0.23%	79
2019 Q4	$375K	Hold	8,528	–	–	0.16%	103
2019 Q3	$340K	Buy	8,528 +92	+1%	+$3.69K	0.15%	98
2019 Q2	$332K	Buy	8,436 +96	+1%	+$3.71K	0.15%	97
2019 Q1	$316K	Hold	8,340	–	–	0.14%	103
2018 Q4	$273K	Hold	8,340	–	–	0.13%	120
2018 Q3	$325K	Buy	8,340 +144	+2%	+$5.45K	0.12%	121
2018 Q2	$295K	Hold	8,196	–	–	0.12%	112
2018 Q1	$279K	Hold	8,196	–	–	0.12%	107
2017 Q4	$276K	Hold	8,196	–	–	0.11%	117
2017 Q3	$256K	Buy	+8,196	New	+$251K	0.11%	115

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

Ahrens Investment Partners's IWF Position: Q1 2023 in Review

Ahrens Investment Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2023 at 8,380 shares worth $512K. The position accounts for 0.25% of the portfolio, ranked #74.

Ahrens Investment Partners first reported a position in IWF in Q3 2017 and has held it in 23 quarters since. The position peaked at $640K in Q4 2021. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Ahrens Investment Partners held 8,380 shares of iShares Russell 1000 Growth ETF worth $512K as of Q1 2023.
Ahrens Investment Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2023.
iShares Russell 1000 Growth ETF made up 0.25% of Ahrens Investment Partners's portfolio in Q1 2023, its #74 holding.
Ahrens Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 23 quarters since.
Ahrens Investment Partners's iShares Russell 1000 Growth ETF position peaked at $640K in Q4 2021.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.