Concord Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Concord Investment Counsel’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 Q1	$4.39M	Buy	+52,128	New	+$4.2M	1.59%	20

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Concord Investment Counsel's IWF Position: Q1 2024 in Review

Concord Investment Counsel opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q1 2024: 52,128 shares worth $4.39M. The stake represents 1.59% of the portfolio and ranks #20 among its holdings.

1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Concord Investment Counsel held 52,128 shares of iShares Russell 1000 Growth ETF worth $4.39M as of Q1 2024.
iShares Russell 1000 Growth ETF was a new Concord Investment Counsel position in Q1 2024.
iShares Russell 1000 Growth ETF made up 1.59% of Concord Investment Counsel's portfolio in Q1 2024, its #20 holding.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Concord Investment Counsel's 13F filing for Q1 2024, filed 6 May 2024.