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AJ Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

AJ Wealth Strategies’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 		$2.11M Buy
30,708
+36
+0.1% +$2.29K 0.1% 91
2023
Q1 		$1.87M Sell
30,672
-13,720
-31% -$790K 0.1% 94
2022
Q4 		$2.38M Sell
44,392
-3,108
-7% -$171K 0.12% 81
2022
Q3 		$2.5M Buy
47,500
+60
+0.1% +$3.53K 0.15% 71
2022
Q2 		$2.59M Buy
47,440
+40
+0.1% +$2.4K 0.14% 76
2022
Q1 		$3.29M Hold
47,400
– – 0.16% 77
2021
Q4 		$3.62M Sell
47,400
-424
-0.9% -$31.4K 0.17% 63
2021
Q3 		$3.28M Buy
47,824
+3,596
+8% +$254K 0.18% 61
2021
Q2 		$3M Sell
44,228
-6,736
-13% -$434K 0.18% 57
2021
Q1 		$3.1M Hold
50,964
– – 0.22% 51
2020
Q4 		$3.07M Buy
50,964
+36
+0.1% +$2.05K 0.27% 42
2020
Q3 		$2.76M Buy
50,928
+44
+0.1% +$2.32K 0.28% 39
2020
Q2 		$2.44M Buy
50,884
+22,632
+80% +$997K 0.27% 44
2020
Q1 		$1.06M Sell
28,252
-1,144
-4% -$49.3K 0.14% 54
2019
Q4 		$1.29M Sell
29,396
-4,656
-14% -$194K 0.15% 55
2019
Q3 		$1.36M Sell
34,052
-12,252
-26% -$491K 0.18% 53
2019
Q2 		$1.82M Hold
46,304
– – 0.27% 37
2019
Q1 		$1.75M Hold
46,304
– – 0.29% 36
2018
Q4 		$1.51M Sell
46,304
-1,460
-3% -$51.5K 0.29% 37
2018
Q3 		$1.86M Buy
47,764
+18,988
+66% +$719K 0.34% 32
2018
Q2 		$1.03M Buy
28,776
+7,632
+36% +$269K 0.21% 44
2018
Q1 		$719K Sell
21,144
-18,988
-47% -$666K 0.17% 49
2017
Q4 		$1.35M Buy
40,132
+18,988
+90% +$622K 0.34% 36
2017
Q3 		$661K Hold
21,144
– – 0.21% 50
2017
Q2 		$629K Sell
21,144
-156
-0.7% -$4.58K 0.24% 47
2017
Q1 		$606K Buy
21,300
+156
+0.7% +$4.33K 0.26% 49
2016
Q4 		$555K Buy
+21,144
New +$549K 0.29% 46

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AJ Wealth Strategies's IWF Position: Q2 2023 in Review

AJ Wealth Strategies increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.12% in Q2 2023, buying an estimated $2.29K and bringing the position to 30,708 shares worth $2.11M. The position accounts for 0.1% of the portfolio, ranked #91.

AJ Wealth Strategies first reported a position in IWF in Q4 2016 and has held it in 27 quarters since. The position peaked at $3.62M in Q4 2021. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

  • AJ Wealth Strategies held 30,708 shares of iShares Russell 1000 Growth ETF worth $2.11M as of Q2 2023.
  • AJ Wealth Strategies bought 36 iShares Russell 1000 Growth ETF shares in Q2 2023, an estimated $2.29K.
  • iShares Russell 1000 Growth ETF made up 0.1% of AJ Wealth Strategies's portfolio in Q2 2023, its #91 holding.
  • AJ Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 27 quarters since.
  • AJ Wealth Strategies's iShares Russell 1000 Growth ETF position peaked at $3.62M in Q4 2021.
  • 1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.