CDH
IWF icon

Charles D. Hyman’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Charles D. Hyman’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
Q2 		$484K Buy
5,308
+12
+0.2% +$1.02K 0.03% 170
2024
Q1 		$446K Hold
5,296
– – 0.02% 175
2023
Q4 		$401K Buy
+5,296
New +$375K 0.02% 180
2023
Q3 		– Sell
-2,916
Closed -$201K – 235
2023
Q2 		$201K Sell
2,916
-800
-22% -$50.9K 0.01% 230
2023
Q1 		$227K Buy
+3,716
New +$214K 0.02% 226

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

Charles D. Hyman's IWF Position: Q2 2024 in Review

Charles D. Hyman increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.23% in Q2 2024, buying an estimated $1.02K and bringing the position to 5,308 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #170.

Charles D. Hyman first reported a position in IWF in Q1 2023 and has held it in 5 quarters since. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

  • Charles D. Hyman held 5,308 shares of iShares Russell 1000 Growth ETF worth $484K as of Q2 2024.
  • Charles D. Hyman bought 12 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $1.02K.
  • iShares Russell 1000 Growth ETF made up 0.03% of Charles D. Hyman's portfolio in Q2 2024, its #170 holding.
  • Charles D. Hyman first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 5 quarters since.
  • 2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.