Avitas Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Avitas Wealth 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 Q1	–	Sell	-12,156	Closed	-$921K	–	207
2023 Q4	$921K	Sell	12,156 -860	-7%	-$60.8K	0.15%	136
2023 Q3	$866K	Sell	13,016 -18,500	-59%	-$1.28M	0.16%	132
2023 Q2	$2.17M	Sell	31,516 -420	-1%	-$26.7K	0.39%	71
2023 Q1	$1.95M	Sell	31,936 -512	-2%	-$29.5K	0.38%	80
2022 Q4	$1.74M	Buy	+32,448	New	+$1.78M	0.37%	82

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 $424B AUM 22.94% 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

Avitas Wealth Management's IWF Position: Q1 2024 in Review

Avitas Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 12,156 shares — an estimated $921K sold.

Avitas Wealth Management first reported a position in IWF in Q4 2022 and held it in 5 quarters. The position peaked at $2.17M in Q2 2023. 1,963 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Avitas Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Avitas Wealth Management sold 12,156 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $921K.
Avitas Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 5 quarters.
Avitas Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.17M in Q2 2023.
1,963 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Avitas Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.