Blume Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Blume Capital 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
2023 Q3	–	Sell	-300	Closed	-$20.8K	–	320
2023 Q2	$20.8K	Hold	300	–	–	0.01%	211
2023 Q1	$18.4K	Hold	300	–	–	0.01%	215
2022 Q4	$16.1K	Sell	300 -200	-40%	-$11K	0.01%	227
2022 Q3	$26K	Sell	500 -100	-17%	-$5.88K	0.01%	186
2022 Q2	$33K	Buy	+600	New	+$36K	0.01%	180

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Blume Capital Management's IWF Position: Q3 2023 in Review

Blume Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 300 shares — an estimated $20.8K sold.

Blume Capital Management first reported a position in IWF in Q2 2022 and held it in 5 quarters. The position peaked at $33K in Q2 2022. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Blume Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
Blume Capital Management sold 300 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $20.8K.
Blume Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and held it in 5 quarters.
Blume Capital Management's iShares Russell 1000 Growth ETF position peaked at $33K in Q2 2022.
1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Blume Capital Management's 13F filing for Q3 2023, filed 3 Nov 2023.