Coastwise Capital Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Coastwise Capital Group’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	–	Sell	-5,488	Closed	-$462K	–	120
2024 Q1	$462K	Sell	5,488 -48	-0.9%	-$3.87K	0.43%	67
2023 Q4	$419K	Buy	5,536 +4	+0.1%	+$283	0.43%	67
2023 Q3	$368K	Hold	5,532	–	–	0.42%	69
2023 Q2	$381K	Hold	5,532	–	–	0.43%	66
2023 Q1	$338K	Hold	5,532	–	–	0.39%	78
2022 Q4	$296K	Buy	5,532 +200	+4%	+$11K	0.35%	80
2022 Q3	$280K	Buy	+5,332	New	+$314K	0.44%	68

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 $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Coastwise Capital Group's IWF Position: Q2 2024 in Review

Coastwise Capital Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 5,488 shares — an estimated $462K sold.

Coastwise Capital Group first reported a position in IWF in Q3 2022 and held it in 7 quarters. The position peaked at $462K in Q1 2024. 2,028 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Coastwise Capital Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Coastwise Capital Group sold 5,488 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $462K.
Coastwise Capital Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and held it in 7 quarters.
Coastwise Capital Group's iShares Russell 1000 Growth ETF position peaked at $462K in Q1 2024.
2,028 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Coastwise Capital Group's 13F filing for Q2 2024, filed 14 Aug 2024.