AlphaStar Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

AlphaStar Capital 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
2023 Q1	–	Sell	-5,208	Closed	-$279K	–	315
2022 Q4	$279K	Sell	5,208 -2,012	-28%	-$111K	0.03%	258
2022 Q3	$380K	Sell	7,220 -728	-9%	-$42.8K	0.04%	222
2022 Q2	$435K	Sell	7,948 -4,896	-38%	-$294K	0.04%	239
2022 Q1	$891K	Buy	12,844 +4,340	+51%	+$296K	0.07%	186
2021 Q4	$613K	Buy	8,504 +156	+2%	+$11.6K	0.05%	236
2021 Q3	$609K	Buy	+8,348	New	+$591K	0.04%	244

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

AlphaStar Capital Management's IWF Position: Q1 2023 in Review

AlphaStar Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 5,208 shares — an estimated $279K sold.

AlphaStar Capital Management first reported a position in IWF in Q3 2021 and held it in 6 quarters. The position peaked at $891K in Q1 2022. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

AlphaStar Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
AlphaStar Capital Management sold 5,208 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $279K.
AlphaStar Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and held it in 6 quarters.
AlphaStar Capital Management's iShares Russell 1000 Growth ETF position peaked at $891K in Q1 2022.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on AlphaStar Capital Management's 13F filing for Q1 2023, filed 3 May 2023.