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Custom Portfolio Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Custom Portfolio Group’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
Q2 		$75.8K Hold
832
– – 0.06% 86
2024
Q1 		$70.1K Hold
832
– – 0.06% 88
2023
Q4 		$63.1K Buy
+832
New +$58.8K 0.06% 84

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Custom Portfolio Group's IWF Position: Q2 2024 in Review

Custom Portfolio Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2024 at 832 shares worth $75.8K. The position accounts for 0.06% of the portfolio, ranked #86.

Custom Portfolio Group first reported a position in IWF in Q4 2023 and has held it in 3 quarters since. 2,030 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

  • Custom Portfolio Group held 832 shares of iShares Russell 1000 Growth ETF worth $75.8K as of Q2 2024.
  • Custom Portfolio Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2024.
  • iShares Russell 1000 Growth ETF made up 0.06% of Custom Portfolio Group's portfolio in Q2 2024, its #86 holding.
  • Custom Portfolio Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 2,030 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.