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IWF icon

DFPG Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

DFPG Investments’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 		$711K Sell
9,616
-476
-5% -$33.7K 0.06% 312
2023
Q3 		$698K Sell
10,092
-14,468
-59% -$999K 0.06% 276
2023
Q2 		$1.75M Sell
24,560
-11,056
-31% -$703K 0.16% 141
2023
Q1 		$2.18M Buy
35,616
+27,024
+315% +$1.56M 0.23% 100
2022
Q4 		$476K Buy
+8,592
New +$473K 0.08% 266

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DFPG Investments's IWF Position: Q4 2023 in Review

DFPG Investments reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.7% in Q4 2023, selling an estimated $33.7K and leaving 9,616 shares worth $711K. The position accounts for 0.06% of the portfolio, ranked #312.

DFPG Investments first reported a position in IWF in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.18M in Q1 2023. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

  • DFPG Investments held 9,616 shares of iShares Russell 1000 Growth ETF worth $711K as of Q4 2023.
  • DFPG Investments sold 476 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $33.7K.
  • iShares Russell 1000 Growth ETF made up 0.06% of DFPG Investments's portfolio in Q4 2023, its #312 holding.
  • DFPG Investments first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's iShares Russell 1000 Growth ETF position peaked at $2.18M in Q1 2023.
  • 1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.