C2C Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

C2C 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	-3,824	Closed	-$291K	–	98
2023 Q4	$291K	Sell	3,824 -3,680	-49%	-$260K	0.25%	87
2023 Q3	$500K	Buy	7,504 +2,344	+45%	+$162K	0.07%	146
2023 Q2	$366K	Sell	5,160 -344	-6%	-$21.9K	0.05%	186
2023 Q1	$331K	Buy	5,504 +344	+7%	+$19.8K	0.05%	188
2022 Q4	$284K	Hold	5,160	–	–	0.05%	140
2022 Q3	$287K	Hold	5,160	–	–	0.06%	137
2022 Q2	$298K	Sell	5,160 -428	-8%	-$25.7K	0.05%	142
2022 Q1	$373K	Buy	5,588 +992	+22%	+$67.7K	0.06%	139
2021 Q4	$351K	Buy	+4,596	New	+$341K	0.05%	156

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

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

C2C Wealth Management's IWF Position: Q1 2024 in Review

C2C Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 3,824 shares — an estimated $291K sold.

C2C Wealth Management first reported a position in IWF in Q4 2021 and held it in 9 quarters. The position peaked at $500K in Q3 2023. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

C2C Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
C2C Wealth Management sold 3,824 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $291K.
C2C Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 9 quarters.
C2C Wealth Management's iShares Russell 1000 Growth ETF position peaked at $500K in Q3 2023.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on C2C Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.