Belvedere Trading’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Belvedere Trading’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
2025 Q3	–	Sell	-400	Closed	-$42.5K	–	1023
2025 Q2	$42.5K	Sell	400 -1,200	-75%	-$115K	﹤0.01%	613
2025 Q1	$144K	Sell	1,600 -400	-20%	-$39.5K	﹤0.01%	390
2024 Q4	$201K	Buy	2,000 +800	+67%	+$78.7K	﹤0.01%	423
2024 Q3	$113K	Buy	+1,200	New	+$109K	﹤0.01%	446
2024 Q1	–	Sell	-85,600	Closed	-$6.49M	–	817
2023 Q4	$6.49M	Buy	85,600 +85,200	+21,300%	+$6.03M	0.01%	37
2023 Q3	$26.6K	Hold	400	–	–	﹤0.01%	484
2023 Q2	$27.5K	Buy	+400	New	+$25.4K	﹤0.01%	618
2023 Q1	–	Sell	-400	Closed	-$21.4K	–	1193
2022 Q4	$21.4K	Buy	+400	New	+$22K	﹤0.01%	811
2022 Q2	–	Sell	-24,400	Closed	-$1.63M	–	465
2022 Q1	$1.63M	Buy	+24,400	New	+$1.67M	0.04%	35

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belvedere Trading's IWF Position: Q3 2024 in Review

Belvedere Trading sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 4,636 shares — an estimated $420K sold.

Belvedere Trading first reported a position in IWF in Q1 2022 and held it in 5 quarters. The position peaked at $3.07M in Q1 2022. 2,072 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Belvedere Trading reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Belvedere Trading sold 4,636 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $420K.
Belvedere Trading first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and held it in 5 quarters.
Belvedere Trading's iShares Russell 1000 Growth ETF position peaked at $3.07M in Q1 2022.
2,072 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Belvedere Trading's 13F filing for Q3 2024, filed 30 Oct 2024.