Column Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Column Capital Advisors’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 Q3	$725K	Hold	10,908	–	–	0.11%	70
2023 Q2	$750K	Hold	10,908	–	–	0.11%	67
2023 Q1	$666K	Hold	10,908	–	–	0.1%	67
2022 Q4	$584K	Buy	10,908 +3,676	+51%	+$202K	0.1%	64
2022 Q3	$380K	Hold	7,232	–	–	0.08%	73
2022 Q2	$395K	Sell	7,232 -820	-10%	-$49.2K	0.08%	69
2022 Q1	$559K	Hold	8,052	–	–	0.1%	65
2021 Q4	$615K	Hold	8,052	–	–	0.12%	64
2021 Q3	$552K	Sell	8,052 -792	-9%	-$56K	0.12%	62
2021 Q2	$600K	Hold	8,844	–	–	0.13%	60
2021 Q1	$537K	Buy	8,844 +820	+10%	+$49.9K	0.12%	62
2020 Q4	$484K	Sell	8,024 -1,172	-13%	-$66.7K	0.12%	61
2020 Q3	$499K	Sell	9,196 -2,192	-19%	-$115K	0.15%	51
2020 Q2	$546K	Hold	11,388	–	–	0.18%	48
2020 Q1	$429K	Hold	11,388	–	–	0.18%	45
2019 Q4	$500K	Buy	+11,388	New	+$475K	0.25%	39

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Column Capital Advisors's IWF Position: Q3 2023 in Review

Column Capital Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2023 at 10,908 shares worth $725K. The position accounts for 0.11% of the portfolio, ranked #70.

Column Capital Advisors first reported a position in IWF in Q4 2019 and has held it in 16 quarters since. The position peaked at $750K in Q2 2023. 1,777 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Column Capital Advisors held 10,908 shares of iShares Russell 1000 Growth ETF worth $725K as of Q3 2023.
Column Capital Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2023.
iShares Russell 1000 Growth ETF made up 0.11% of Column Capital Advisors's portfolio in Q3 2023, its #70 holding.
Column Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $750K in Q2 2023.
1,777 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.