Asset Management Resources’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Asset Management Resources’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 Q4	$423K	Hold	5,576	–	–	0.24%	30
2023 Q3	$371K	Sell	5,576 -144	-3%	-$9.94K	0.23%	37
2023 Q2	$394K	Hold	5,720	–	–	0.24%	34
2023 Q1	$349K	Sell	5,720 -344	-6%	-$19.8K	0.22%	38
2022 Q4	$325K	Sell	6,064 -376	-6%	-$20.7K	0.22%	39
2022 Q3	$339K	Sell	6,440 -88	-1%	-$5.17K	0.33%	33
2022 Q2	$357K	Sell	6,528 -456	-7%	-$27.4K	0.3%	30
2022 Q1	$485K	Buy	6,984 +308	+5%	+$21K	0.39%	26
2021 Q4	$510K	Buy	+6,676	New	+$495K	0.45%	23

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Asset Management Resources's IWF Position: Q4 2023 in Review

Asset Management Resources held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2023 at 5,576 shares worth $423K. The position accounts for 0.24% of the portfolio, ranked #30.

Asset Management Resources first reported a position in IWF in Q4 2021 and has held it in 9 quarters since. The position peaked at $510K in Q4 2021. 1,961 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Asset Management Resources held 5,576 shares of iShares Russell 1000 Growth ETF worth $423K as of Q4 2023.
Asset Management Resources left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2023.
iShares Russell 1000 Growth ETF made up 0.24% of Asset Management Resources's portfolio in Q4 2023, its #30 holding.
Asset Management Resources first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 9 quarters since.
Asset Management Resources's iShares Russell 1000 Growth ETF position peaked at $510K in Q4 2021.
1,961 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.