Cordant Inc’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cordant Inc’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	–	Sell	-1,092	Closed	-$82.8K	–	105
2023 Q4	$82.8K	Buy	1,092 +116	+12%	+$8.2K	0.05%	51
2023 Q3	$64.9K	Hold	976	–	–	0.04%	46
2023 Q2	$67.1K	Hold	976	–	–	0.04%	45
2023 Q1	$59.6K	Hold	976	–	–	0.04%	47
2022 Q4	$52.3K	Hold	976	–	–	0.04%	47
2022 Q3	$51K	Hold	976	–	–	0.04%	43
2022 Q2	$53K	Sell	976 -128	-12%	-$7.68K	0.04%	41
2022 Q1	$77K	Hold	1,104	–	–	0.05%	49
2021 Q4	$84K	Hold	1,104	–	–	0.05%	44
2021 Q3	$76K	Hold	1,104	–	–	0.05%	59
2021 Q2	$75K	Hold	1,104	–	–	0.05%	59
2021 Q1	$67K	Buy	1,104 +128	+13%	+$7.79K	0.04%	69
2020 Q4	$59K	Hold	976	–	–	0.05%	39
2020 Q3	$53K	Hold	976	–	–	0.04%	40
2020 Q2	$47K	Sell	976 -656	-40%	-$28.9K	0.04%	40
2020 Q1	$61K	Hold	1,632	–	–	0.06%	36
2019 Q4	$72K	Buy	+1,632	New	+$68.1K	0.06%	42

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

Cordant Inc's IWF Position: Q1 2024 in Review

Cordant Inc sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 1,092 shares — an estimated $82.8K sold.

Cordant Inc first reported a position in IWF in Q4 2019 and held it in 17 quarters. The position peaked at $84K in Q4 2021. 1,963 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Cordant Inc reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Cordant Inc sold 1,092 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $82.8K.
Cordant Inc first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 17 quarters.
Cordant Inc's iShares Russell 1000 Growth ETF position peaked at $84K in Q4 2021.
1,963 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Cordant Inc's 13F filing for Q1 2024, filed 16 Apr 2024.