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Capital Directions Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Capital Directions Investment Advisors’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
Q4 		$5.51M Buy
+102,808
New +$5.66M 2.05% 13
2022
Q3 		– Sell
-104,808
Closed -$6.16M – 13
2022
Q2 		$5.73M Buy
104,808
+5,580
+6% +$335K 1.9% 12
2022
Q1 		$6.89M Sell
99,228
-836
-0.8% -$57.1K 2.09% 11
2021
Q4 		$7.64M Buy
100,064
+4,168
+4% +$309K 2.21% 11
2021
Q3 		$6.57M Buy
95,896
+1,404
+1% +$99.3K 2.01% 12
2021
Q2 		$6.41M Buy
+94,492
New +$6.09M 1.93% 13
2021
Q1 		– Sell
-91,812
Closed -$5.54M – 265
2020
Q4 		$5.54M Sell
91,812
-2,416
-3% -$138K 1.85% 13
2020
Q3 		$5.11M Sell
94,228
-1,508
-2% -$79.4K 1.93% 12
2020
Q2 		$4.59M Sell
95,736
-9,532
-9% -$420K 1.85% 13
2020
Q1 		$3.96M Sell
105,268
-1,536
-1% -$66.2K 1.69% 15
2019
Q4 		$4.7M Sell
106,804
-212
-0.2% -$8.85K 1.5% 15
2019
Q3 		$4.27M Sell
107,016
-10,016
-9% -$402K 1.41% 16
2019
Q2 		$4.6M Sell
117,032
-1,664
-1% -$64.4K 1.6% 14
2019
Q1 		$4.49M Sell
118,696
-12,784
-10% -$459K 1.48% 16
2018
Q4 		$4.3M Buy
131,480
+12,156
+10% +$429K 1.49% 16
2018
Q3 		$4.65M Sell
119,324
-1,504
-1% -$57K 1.41% 9
2018
Q2 		$4.34M Sell
120,828
-4,000
-3% -$141K 2.04% 5
2018
Q1 		$4.25M Sell
124,828
-1,520
-1% -$53.3K 1.33% 9
2017
Q4 		$4.25M Sell
126,348
-120
-0.1% -$3.93K 1.33% 9
2017
Q3 		$3.95M Sell
126,468
-280
-0.2% -$8.57K 1.27% 9
2017
Q2 		$3.77M Sell
126,748
-1,420
-1% -$41.7K 1.29% 9
2017
Q1 		$3.65M Buy
128,168
+920
+0.7% +$25.5K 1.26% 9
2016
Q4 		$3.34M Sell
127,248
-2,116
-2% -$54.9K 1.2% 10
2016
Q3 		$3.37M Sell
129,364
-272
-0.2% -$7.07K 1.2% 11
2016
Q2 		$3.25M Buy
129,636
+416
+0.3% +$10.4K 1.18% 11
2016
Q1 		$3.22M Sell
129,220
-10,072
-7% -$238K 1.2% 8
2015
Q4 		$3.46M Buy
139,292
+13,712
+11% +$342K 1.18% 10
2015
Q3 		$2.92M Sell
125,580
-256
-0.2% -$6.3K 1.05% 9
2015
Q2 		$3.12M Sell
125,836
-4,320
-3% -$109K 1.06% 9
2015
Q1 		$3.26M Sell
130,156
-68
-0.1% -$1.66K 1.08% 9
2014
Q4 		$3.16M Buy
130,224
+580
+0.4% +$13.6K 1.06% 10
2014
Q3 		$3.07M Sell
129,644
-3,924
-3% -$89.9K 1.12% 8
2014
Q2 		$3.04M Sell
133,568
-600
-0.4% -$13.2K 1.13% 8
2014
Q1 		$2.9M Sell
134,168
-1,480
-1% -$31.8K 1.14% 8
2013
Q4 		$2.92M Buy
135,648
+2,976
+2% +$61.1K 1.14% 8
2013
Q3 		$2.59M Sell
132,672
-8,180
-6% -$157K 1.13% 7
2013
Q2 		$2.56M Buy
+140,852
New +$2.58M 1.21% 8

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Capital Directions Investment Advisors's IWF Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q4 2022: 102,808 shares worth $5.51M. The stake represents 2.05% of the portfolio and ranks #13 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in IWF as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in IWF in Q2 2013 and has held it in 37 quarters since. The position peaked at $7.64M in Q4 2021. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • Capital Directions Investment Advisors held 102,808 shares of iShares Russell 1000 Growth ETF worth $5.51M as of Q4 2022.
  • iShares Russell 1000 Growth ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • iShares Russell 1000 Growth ETF made up 2.05% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #13 holding.
  • Capital Directions Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 37 quarters since.
  • Capital Directions Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $7.64M in Q4 2021.
  • 1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.