DHK Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

DHK Financial Advisors’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	–	Sell	-29,808	Closed	-$2.51M	–	89
2024 Q1	$2.51M	Hold	29,808	–	–	1.78%	14
2023 Q4	$2.26M	Hold	29,808	–	–	1.69%	17
2023 Q3	$1.99M	Hold	29,808	–	–	1.77%	15
2023 Q2	$2.05M	Hold	29,808	–	–	1.75%	15
2023 Q1	$1.82M	Hold	29,808	–	–	2.26%	11
2022 Q4	$1.6M	Hold	29,808	–	–	2.22%	11
2022 Q3	$1.57M	Hold	29,808	–	–	2.57%	10
2022 Q2	$1.63M	Hold	29,808	–	–	1.56%	18
2022 Q1	$2.07M	Buy	+29,808	New	+$2.03M	1.75%	17

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

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

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

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

DHK Financial Advisors's IWF Position: Q2 2024 in Review

DHK Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 29,808 shares — an estimated $2.51M sold.

DHK Financial Advisors first reported a position in IWF in Q1 2022 and held it in 9 quarters. The position peaked at $2.51M in Q1 2024. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

DHK Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 29,808 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $2.51M.
DHK Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and held it in 9 quarters.
DHK Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $2.51M in Q1 2024.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.