Clear Perspectives Financial Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$1.02M	Sell	16,736 -8	-0%	-$461	0.57%	26
2022 Q4	$897K	Sell	16,744 -1,004	-6%	-$55.2K	0.48%	30
2022 Q3	$934K	Sell	17,748 -2,312	-12%	-$136K	0.46%	33
2022 Q2	$1.1M	Sell	20,060 -2,416	-11%	-$145K	0.43%	30
2022 Q1	$1.56M	Sell	22,476 -456	-2%	-$31.1K	0.59%	30
2021 Q4	$1.75M	Sell	22,932 -1,864	-8%	-$138K	0.71%	26
2021 Q3	$1.7M	Sell	24,796 -240	-1%	-$17K	0.77%	27
2021 Q2	$1.7M	Sell	25,036 -428	-2%	-$27.6K	0.82%	27
2021 Q1	$1.55M	Sell	25,464 -840	-3%	-$51.1K	0.9%	25
2020 Q4	$1.59M	Buy	+26,304	New	+$1.5M	1.01%	24

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Clear Perspectives Financial Planning's IWF Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q1 2023, selling an estimated $461 and leaving 16,736 shares worth $1.02M. The position accounts for 0.57% of the portfolio, ranked #26.

Clear Perspectives Financial Planning first reported a position in IWF in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.75M in Q4 2021. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Clear Perspectives Financial Planning held 16,736 shares of iShares Russell 1000 Growth ETF worth $1.02M as of Q1 2023.
Clear Perspectives Financial Planning sold 8 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $461.
iShares Russell 1000 Growth ETF made up 0.57% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #26 holding.
Clear Perspectives Financial Planning first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's iShares Russell 1000 Growth ETF position peaked at $1.75M in Q4 2021.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.