Copperwynd Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Copperwynd Financial’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 Q3	–	Sell	-116,228	Closed	-$10.4M	–	147
2024 Q2	$10.4M	Buy	116,228 +10,076	+9%	+$860K	3.4%	7
2024 Q1	$8.94M	Buy	106,152 +3,652	+4%	+$294K	3.22%	9
2023 Q4	$7.77M	Buy	102,500 +2,396	+2%	+$169K	3.09%	10
2023 Q3	$6.66M	Sell	100,104 -1,156	-1%	-$79.8K	3.13%	10
2023 Q2	$6.97M	Buy	+101,260	New	+$6.44M	3.24%	8
2023 Q1	–	Sell	-16,208	Closed	-$868K	–	145
2022 Q4	$868K	Buy	+16,208	New	+$892K	0.49%	46

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

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

Copperwynd Financial's IWF Position: Q3 2024 in Review

Copperwynd Financial sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 116,228 shares — an estimated $10.4M sold.

Copperwynd Financial first reported a position in IWF in Q4 2022 and held it in 6 quarters. The position peaked at $10.4M in Q2 2024. 2,072 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Copperwynd Financial reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Copperwynd Financial sold 116,228 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $10.4M.
Copperwynd Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 6 quarters.
Copperwynd Financial's iShares Russell 1000 Growth ETF position peaked at $10.4M in Q2 2024.
2,072 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Copperwynd Financial's 13F filing for Q3 2024, filed 4 Nov 2024.