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

Cook 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
2022 Q4	–	Sell	-3,644	Closed	-$200K	–	46
2022 Q3	$200K	Buy	3,644 +8	+0.2%	+$470	0.22%	39
2022 Q2	$226K	Buy	3,636 +8	+0.2%	+$480	0.23%	36
2022 Q1	$220K	Buy	3,628 +4	+0.1%	+$273	0.23%	35
2021 Q4	$250K	Buy	+3,624	New	+$269K	0.26%	29

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 22.96% 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

Cook Wealth's IWF Position: Q4 2022 in Review

Cook Wealth sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2022, closing a stake of 3,644 shares — an estimated $200K sold.

Cook Wealth first reported a position in IWF in Q4 2021 and held it in 4 quarters. The position peaked at $250K in Q4 2021. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

Cook Wealth reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Cook Wealth sold 3,644 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $200K.
Cook Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 4 quarters.
Cook Wealth's iShares Russell 1000 Growth ETF position peaked at $250K in Q4 2021.
1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Cook Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.