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

Andina 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
2024
Q4 		– Sell
-2,896
Closed -$272K – 112
2024
Q3 		$272K Sell
2,896
-8,892
-75% -$806K 0.21% 99
2024
Q2 		$1.07M Sell
11,788
-76
-0.6% -$6.49K 0.81% 32
2024
Q1 		$1,000K Sell
11,864
-1,192
-9% -$96K 0.78% 32
2023
Q4 		$990K Buy
+13,056
New +$923K 0.85% 29

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Andina Capital Management's IWF Position: Q4 2024 in Review

Andina Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2024, closing a stake of 2,896 shares — an estimated $272K sold.

Andina Capital Management first reported a position in IWF in Q4 2023 and held it in 4 quarters. The position peaked at $1.07M in Q2 2024. 2,304 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

  • Andina Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Andina Capital Management sold 2,896 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $272K.
  • Andina Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and held it in 4 quarters.
  • Andina Capital Management's iShares Russell 1000 Growth ETF position peaked at $1.07M in Q2 2024.
  • 2,304 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Andina Capital Management's 13F filing for Q4 2024, filed 21 Jan 2025.