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CIC Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

CIC Wealth’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 		$420K Hold
4,476
– – 0.11% 110
2024
Q2 		$408K Hold
4,476
– – 0.11% 109
2024
Q1 		$377K Sell
4,476
-9,412
-68% -$758K 0.11% 110
2023
Q4 		$1.05M Buy
13,888
+1,856
+15% +$131K 0.33% 62
2023
Q3 		$800K Sell
12,032
-4,200
-26% -$290K 0.29% 69
2023
Q2 		$1.12M Sell
16,232
-1,876
-10% -$119K 0.39% 56
2023
Q1 		$1.11M Sell
18,108
-2,020
-10% -$116K 0.42% 56
2022
Q4 		$1.08M Buy
+20,128
New +$1.11M 0.44% 59

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CIC Wealth's IWF Position: Q3 2024 in Review

CIC Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2024 at 4,476 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #110.

CIC Wealth first reported a position in IWF in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.12M in Q2 2023. 2,075 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • CIC Wealth held 4,476 shares of iShares Russell 1000 Growth ETF worth $420K as of Q3 2024.
  • CIC Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2024.
  • iShares Russell 1000 Growth ETF made up 0.11% of CIC Wealth's portfolio in Q3 2024, its #110 holding.
  • CIC Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
  • CIC Wealth's iShares Russell 1000 Growth ETF position peaked at $1.12M in Q2 2023.
  • 2,075 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.