Coury Firm Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Coury Firm Asset Management’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
2023 Q3	$241K	Hold	3,620	–	–	0.38%	38
2023 Q2	$249K	Buy	+3,620	New	+$230K	0.36%	47

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

Coury Firm Asset Management's IWF Position: Q3 2023 in Review

Coury Firm Asset Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2023 at 3,620 shares worth $241K. The position accounts for 0.38% of the portfolio, ranked #38.

Coury Firm Asset Management first reported a position in IWF in Q2 2023 and has held it in 2 quarters since. The position peaked at $249K in Q2 2023. 1,776 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Coury Firm Asset Management held 3,620 shares of iShares Russell 1000 Growth ETF worth $241K as of Q3 2023.
Coury Firm Asset Management left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2023.
iShares Russell 1000 Growth ETF made up 0.38% of Coury Firm Asset Management's portfolio in Q3 2023, its #38 holding.
Coury Firm Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 2 quarters since.
Coury Firm Asset Management's iShares Russell 1000 Growth ETF position peaked at $249K in Q2 2023.
1,776 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.