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

ARS 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
2024 Q1	–	Sell	-4,100	Closed	-$311K	–	164
2023 Q4	$311K	Hold	4,100	–	–	0.03%	122
2023 Q3	$273K	Hold	4,100	–	–	0.03%	121
2023 Q2	$282K	Hold	4,100	–	–	0.03%	133
2023 Q1	$250K	Hold	4,100	–	–	0.03%	137
2022 Q4	$220K	Hold	4,100	–	–	0.03%	125
2022 Q3	$216K	Hold	4,100	–	–	0.03%	143
2022 Q2	$224K	Hold	4,100	–	–	0.03%	130
2022 Q1	$285K	Sell	4,100 -564	-12%	-$38.5K	0.03%	129
2021 Q4	$356K	Hold	4,664	–	–	0.03%	124
2021 Q3	$320K	Hold	4,664	–	–	0.03%	128
2021 Q2	$317K	Hold	4,664	–	–	0.03%	119
2021 Q1	$283K	Hold	4,664	–	–	0.03%	118
2020 Q4	$281K	Hold	4,664	–	–	0.03%	99
2020 Q3	$253K	Buy	+4,664	New	+$246K	0.04%	89
2019 Q4	–	Sell	-5,572	Closed	-$222K	–	117
2019 Q3	$222K	Hold	5,572	–	–	0.04%	101
2019 Q2	$219K	Hold	5,572	–	–	0.04%	127
2019 Q1	$211K	Buy	+5,572	New	+$200K	0.04%	111
2018 Q4	–	Sell	-5,572	Closed	-$217K	–	119
2018 Q3	$217K	Hold	5,572	–	–	0.03%	116
2018 Q2	$200K	Sell	5,572 -1,168	-17%	-$41.2K	0.03%	118
2018 Q1	$229K	Buy	+6,740	New	+$236K	0.03%	144

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

ARS Investment Partners's IWF Position: Q1 2024 in Review

ARS Investment Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 4,100 shares — an estimated $311K sold.

ARS Investment Partners first reported a position in IWF in Q1 2018 and held it in 20 quarters. The position peaked at $356K in Q4 2021. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

ARS Investment Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
ARS Investment Partners sold 4,100 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $311K.
ARS Investment Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and held it in 20 quarters.
ARS Investment Partners's iShares Russell 1000 Growth ETF position peaked at $356K in Q4 2021.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on ARS Investment Partners's 13F filing for Q1 2024, filed 2 May 2024.