Cannell & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cannell & Co’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 Q4	$235K	Hold	3,100	–	–	0.01%	244
2023 Q3	$206K	Hold	3,100	–	–	0.01%	245
2023 Q2	$213K	Buy	+3,100	New	+$197K	0.01%	246
2022 Q2	–	Sell	-3,300	Closed	-$229K	–	278
2022 Q1	$229K	Hold	3,300	–	–	0.01%	260
2021 Q4	$252K	Buy	+3,300	New	+$245K	0.01%	262
2021 Q3	–	Sell	-3,300	Closed	-$224K	–	284
2021 Q2	$224K	Hold	3,300	–	–	0.01%	268
2021 Q1	$201K	Sell	3,300 -20	-0.6%	-$1.22K	0.01%	266
2020 Q4	$200K	Buy	+3,320	New	+$189K	0.01%	257

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cannell & Co's IWF Position: Q4 2023 in Review

Cannell & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2023 at 3,100 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #244.

Cannell & Co first reported a position in IWF in Q4 2020 and has held it in 8 quarters since. The position peaked at $252K in Q4 2021. 1,960 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Cannell & Co held 3,100 shares of iShares Russell 1000 Growth ETF worth $235K as of Q4 2023.
Cannell & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2023.
iShares Russell 1000 Growth ETF made up 0.01% of Cannell & Co's portfolio in Q4 2023, its #244 holding.
Cannell & Co first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 8 quarters since.
Cannell & Co's iShares Russell 1000 Growth ETF position peaked at $252K in Q4 2021.
1,960 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Cannell & Co's 13F filing for Q4 2023, filed 5 Feb 2024.