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

Cordasco Financial Network’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 Q2	$88K	Hold	1,604	–	–	0.06%	137
2022 Q1	$111K	Hold	1,604	–	–	0.07%	129
2021 Q4	$123K	Hold	1,604	–	–	0.08%	127
2021 Q3	$110K	Buy	1,604 +600	+60%	+$42.4K	0.08%	123
2021 Q2	$68K	Hold	1,004	–	–	0.05%	153
2021 Q1	$61K	Hold	1,004	–	–	0.04%	153
2020 Q4	$61K	Hold	1,004	–	–	0.05%	145
2020 Q3	$54K	Hold	1,004	–	–	0.05%	153
2020 Q2	$48K	Hold	1,004	–	–	0.04%	151
2020 Q1	$38K	Hold	1,004	–	–	0.04%	147
2019 Q4	$44K	Hold	1,004	–	–	0.04%	153
2019 Q3	$40K	Hold	1,004	–	–	0.04%	158
2019 Q2	$39K	Hold	1,004	–	–	0.04%	156
2019 Q1	$38K	Hold	1,004	–	–	0.04%	170
2018 Q4	$33K	Hold	1,004	–	–	0.04%	163
2018 Q3	$39K	Hold	1,004	–	–	0.04%	156
2018 Q2	$36K	Hold	1,004	–	–	0.04%	163
2018 Q1	$34K	Hold	1,004	–	–	0.04%	148
2017 Q4	$34K	Hold	1,004	–	–	0.04%	142
2017 Q3	$31K	Hold	1,004	–	–	0.03%	143
2017 Q2	$30K	Hold	1,004	–	–	0.03%	142
2017 Q1	$29K	Sell	1,004 -152	-13%	-$4.22K	0.03%	148
2016 Q4	$30K	Sell	1,156 -340	-23%	-$8.82K	0.03%	141
2016 Q3	$38K	Hold	1,496	–	–	0.04%	142
2016 Q2	$38K	Sell	1,496 -1,672	-53%	-$41.7K	0.04%	142
2016 Q1	$79K	Hold	3,168	–	–	0.09%	104
2015 Q4	$79K	Buy	3,168 +340	+12%	+$8.48K	0.07%	105
2015 Q3	$66K	Sell	2,828 -340	-11%	-$8.37K	0.05%	117
2015 Q2	$78K	Sell	3,168 -1,260	-28%	-$31.7K	0.06%	110
2015 Q1	$110K	Sell	4,428 -5,120	-54%	-$125K	0.08%	111
2014 Q4	$228K	Sell	9,548 -168	-2%	-$3.93K	0.18%	86
2014 Q3	$223K	Sell	9,716 -560	-5%	-$12.8K	0.17%	91
2014 Q2	$234K	Hold	10,276	–	–	0.18%	85
2014 Q1	$222K	Sell	10,276 -840	-8%	-$18K	0.18%	85
2013 Q4	$239K	Buy	+11,116	New	+$228K	0.18%	71

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cordasco Financial Network's IWF Position: Q2 2022 in Review

Cordasco Financial Network held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2022 at 1,604 shares worth $88K. The position accounts for 0.06% of the portfolio, ranked #137.

Cordasco Financial Network first reported a position in IWF in Q4 2013 and has held it in 35 quarters since. The position peaked at $239K in Q4 2013. 1,595 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Cordasco Financial Network held 1,604 shares of iShares Russell 1000 Growth ETF worth $88K as of Q2 2022.
Cordasco Financial Network left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2022.
iShares Russell 1000 Growth ETF made up 0.06% of Cordasco Financial Network's portfolio in Q2 2022, its #137 holding.
Cordasco Financial Network first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 35 quarters since.
Cordasco Financial Network's iShares Russell 1000 Growth ETF position peaked at $239K in Q4 2013.
1,595 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.