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Carmichael Hill & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Carmichael Hill & Associates’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
Q3 		$341K Sell
3,636
-348
-9% -$31.6K 0.12% 135
2024
Q2 		$363K Buy
3,984
+128
+3% +$10.9K 0.14% 116
2024
Q1 		$325K Hold
3,856
– – 0.13% 129
2023
Q4 		$292K Hold
3,856
– – 0.12% 137
2023
Q3 		$256K Sell
3,856
-140
-4% -$9.67K 0.12% 136
2023
Q2 		$275K Buy
3,996
+180
+5% +$11.4K 0.12% 135
2023
Q1 		$233K Buy
3,816
+280
+8% +$16.1K 0.11% 141
2022
Q4 		$189K Buy
3,536
+88
+3% +$4.84K 0.1% 160
2022
Q3 		$181K Hold
3,448
– – 0.1% 159
2022
Q2 		$189K Hold
3,448
– – 0.1% 164
2022
Q1 		$239K Hold
3,448
– – 0.11% 152
2021
Q4 		$263K Sell
3,448
-96
-3% -$7.12K 0.12% 149
2021
Q3 		$243K Buy
3,544
+40
+1% +$2.83K 0.12% 146
2021
Q2 		$238K Buy
3,504
+264
+8% +$17K 0.12% 148
2021
Q1 		$197K Hold
3,240
– – 0.11% 156
2020
Q4 		$195K Sell
3,240
-32
-1% -$1.82K 0.11% 149
2020
Q3 		$177K Sell
3,272
-1,292
-28% -$68.1K 0.12% 144
2020
Q2 		$219K Hold
4,564
– – 0.16% 119
2020
Q1 		$172K Sell
4,564
-216
-5% -$9.31K 0.15% 120
2019
Q4 		$210K Buy
+4,780
New +$200K 0.15% 129

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Carmichael Hill & Associates's IWF Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.7% in Q3 2024, selling an estimated $31.6K and leaving 3,636 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #135.

Carmichael Hill & Associates first reported a position in IWF in Q4 2019 and has held it in 20 quarters since. The position peaked at $363K in Q2 2024. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • Carmichael Hill & Associates held 3,636 shares of iShares Russell 1000 Growth ETF worth $341K as of Q3 2024.
  • Carmichael Hill & Associates sold 348 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $31.6K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Carmichael Hill & Associates's portfolio in Q3 2024, its #135 holding.
  • Carmichael Hill & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's iShares Russell 1000 Growth ETF position peaked at $363K in Q2 2024.
  • 2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.