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

Connectus 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 Q1	$1.77M	Sell	21,012 -15,808	-43%	-$1.27M	0.05%	197
2023 Q4	$2.79M	Buy	36,820 +1,496	+4%	+$106K	0.06%	215
2023 Q3	$2.35M	Buy	35,324 +13,280	+60%	+$917K	0.05%	232
2023 Q2	$1.52M	Buy	22,044 +5,752	+35%	+$366K	0.03%	245
2023 Q1	$995K	Sell	16,292 -584	-3%	-$33.6K	0.02%	285
2022 Q4	$904K	Sell	16,876 -1,540	-8%	-$84.7K	0.02%	294
2022 Q3	$969K	Buy	18,416 +4	+0%	+$235	0.02%	339
2022 Q2	$1.01M	Buy	18,412 +9,580	+108%	+$575K	0.02%	275
2022 Q1	$675K	Buy	+8,832	New	+$603K	0.02%	287

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

Connectus Wealth's IWF Position: Q1 2024 in Review

Connectus Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 43% in Q1 2024, selling an estimated $1.27M and leaving 21,012 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #197.

Connectus Wealth first reported a position in IWF in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.79M in Q4 2023. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Connectus Wealth held 21,012 shares of iShares Russell 1000 Growth ETF worth $1.77M as of Q1 2024.
Connectus Wealth sold 15,808 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $1.27M.
iShares Russell 1000 Growth ETF made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #197 holding.
Connectus Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 9 quarters since.
Connectus Wealth's iShares Russell 1000 Growth ETF position peaked at $2.79M in Q4 2023.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.