Carmel Capital Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Carmel Capital Partners’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	–	Sell	-55,920	Closed	-$3.72M	–	423
2023 Q3	$3.72M	Buy	55,920 +55,720	+27,860%	+$3.85M	1.67%	8
2023 Q2	$13.8K	Hold	200	–	–	0.01%	269
2023 Q1	$12.2K	Buy	+200	New	+$11.5K	0.01%	314

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Carmel Capital Partners's IWF Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 55,920 shares — an estimated $3.72M sold.

Carmel Capital Partners first reported a position in IWF in Q1 2023 and held it in 3 quarters. The position peaked at $3.72M in Q3 2023. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Carmel Capital Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 55,920 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $3.72M.
Carmel Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's iShares Russell 1000 Growth ETF position peaked at $3.72M in Q3 2023.
1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.