DB Wealth Management Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

DB Wealth Management 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
2023 Q4	$394K	Sell	5,204 -476	-8%	-$33.7K	0.22%	68
2023 Q3	$378K	Buy	5,680 +1,528	+37%	+$106K	0.24%	66
2023 Q2	$286K	Buy	4,152 +28	+0.7%	+$1.78K	0.17%	73
2023 Q1	$252K	Hold	4,124	–	–	0.16%	77
2022 Q4	$221K	Hold	4,124	–	–	0.14%	76
2022 Q3	$217K	Hold	4,124	–	–	0.15%	78
2022 Q2	$225K	Hold	4,124	–	–	0.15%	78
2022 Q1	$286K	Sell	4,124 -84	-2%	-$5.73K	0.17%	74
2021 Q4	$321K	Buy	4,208 +3,128	+290%	+$232K	0.19%	70
2021 Q3	$74K	Hold	1,080	–	–	0.05%	133
2021 Q2	$73K	Hold	1,080	–	–	0.05%	133
2021 Q1	$66K	Hold	1,080	–	–	0.05%	139
2020 Q4	$65K	Buy	+1,080	New	+$61.5K	0.05%	136

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

DB Wealth Management Group's IWF Position: Q4 2023 in Review

DB Wealth Management Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.4% in Q4 2023, selling an estimated $33.7K and leaving 5,204 shares worth $394K. The position accounts for 0.22% of the portfolio, ranked #68.

DB Wealth Management Group first reported a position in IWF in Q4 2020 and has held it in 13 quarters since. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

DB Wealth Management Group held 5,204 shares of iShares Russell 1000 Growth ETF worth $394K as of Q4 2023.
DB Wealth Management Group sold 476 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $33.7K.
iShares Russell 1000 Growth ETF made up 0.22% of DB Wealth Management Group's portfolio in Q4 2023, its #68 holding.
DB Wealth Management Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 13 quarters since.
1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.