Annapolis Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Annapolis Financial Services’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 Q3	$221K	Buy	2,352 +152	+7%	+$13.8K	0.07%	94
2024 Q2	$200K	Hold	2,200	–	–	0.07%	94
2024 Q1	$185K	Hold	2,200	–	–	0.06%	91
2023 Q4	$167K	Sell	2,200 -412	-16%	-$29.1K	0.04%	123
2023 Q3	$174K	Buy	2,612 +2,200	+534%	+$152K	0.05%	116
2023 Q2	$28.3K	Hold	412	–	–	0.01%	234
2023 Q1	$25.2K	Hold	412	–	–	0.01%	229
2022 Q4	$22.1K	Hold	412	–	–	0.01%	233
2022 Q3	$22K	Hold	412	–	–	0.01%	247
2022 Q2	$23K	Hold	412	–	–	0.01%	234
2022 Q1	$29K	Hold	412	–	–	0.01%	228
2021 Q4	$31K	Hold	412	–	–	0.01%	228
2021 Q3	$28K	Hold	412	–	–	0.01%	213
2021 Q2	$28K	Hold	412	–	–	0.01%	199
2021 Q1	$25K	Hold	412	–	–	0.01%	193
2020 Q4	$25K	Buy	+412	New	+$23.4K	0.01%	188

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

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

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

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

Annapolis Financial Services's IWF Position: Q3 2024 in Review

Annapolis Financial Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.9% in Q3 2024, buying an estimated $13.8K and bringing the position to 2,352 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #94.

Annapolis Financial Services first reported a position in IWF in Q4 2020 and has held it in 16 quarters since. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Annapolis Financial Services held 2,352 shares of iShares Russell 1000 Growth ETF worth $221K as of Q3 2024.
Annapolis Financial Services bought 152 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $13.8K.
iShares Russell 1000 Growth ETF made up 0.07% of Annapolis Financial Services's portfolio in Q3 2024, its #94 holding.
Annapolis Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 16 quarters since.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.