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Benedetti & Gucer’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Benedetti & Gucer’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
2022
Q2 		– Sell
-3,324
Closed -$230K – 104
2022
Q1 		$230K Sell
3,324
-1,192
-26% -$81.4K 0.15% 88
2021
Q4 		$345K Hold
4,516
– – 0.23% 59
2021
Q3 		$309K Buy
4,516
+916
+25% +$64.8K 0.24% 63
2021
Q2 		$244K Buy
+3,600
New +$232K 0.22% 68

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Benedetti & Gucer's IWF Position: Q2 2022 in Review

Benedetti & Gucer sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2022, closing a stake of 3,324 shares — an estimated $230K sold.

Benedetti & Gucer first reported a position in IWF in Q2 2021 and held it in 4 quarters. The position peaked at $345K in Q4 2021. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

  • Benedetti & Gucer reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Benedetti & Gucer sold 3,324 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $230K.
  • Benedetti & Gucer first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and held it in 4 quarters.
  • Benedetti & Gucer's iShares Russell 1000 Growth ETF position peaked at $345K in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Benedetti & Gucer's 13F filing for Q2 2022, filed 5 Aug 2022.