Diversified’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Diversified’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 Q3	$903K	Buy	9,620 +316	+3%	+$28.6K	0.1%	79
2024 Q2	$848K	Buy	9,304 +472	+5%	+$40.3K	0.1%	78
2024 Q1	$744K	Buy	8,832 +464	+6%	+$37.4K	0.1%	60
2023 Q4	$634K	Buy	8,368 +232	+3%	+$16.4K	0.14%	59
2023 Q3	$541K	Buy	8,136 +544	+7%	+$37.6K	0.14%	63
2023 Q2	$522K	Hold	7,592	–	–	0.13%	65
2023 Q1	$464K	Sell	7,592 -8,424	-53%	-$485K	0.17%	76
2022 Q4	$858K	Buy	16,016 +5,704	+55%	+$314K	0.34%	41
2022 Q3	$542K	Buy	10,312 +4,816	+88%	+$283K	0.27%	48
2022 Q2	$300K	Sell	5,496 -112	-2%	-$6.72K	0.12%	80
2022 Q1	$1.4M	Buy	5,608 +44	+0.8%	+$3K	0.57%	32
2021 Q4	$426K	Buy	+5,564	New	+$412K	0.18%	74
2021 Q2	–	Sell	-3,584	Closed	-$225K	–	105
2021 Q1	$225K	Sell	3,584 -6,964	-66%	-$424K	0.17%	92
2020 Q4	$623K	Buy	+10,548	New	+$600K	0.53%	36

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 $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

Diversified's IWF Position: Q3 2024 in Review

Diversified increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.4% in Q3 2024, buying an estimated $28.6K and bringing the position to 9,620 shares worth $903K. The position accounts for 0.1% of the portfolio, ranked #79.

Diversified first reported a position in IWF in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.4M in Q1 2022. 2,072 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Diversified held 9,620 shares of iShares Russell 1000 Growth ETF worth $903K as of Q3 2024.
Diversified bought 316 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $28.6K.
iShares Russell 1000 Growth ETF made up 0.1% of Diversified's portfolio in Q3 2024, its #79 holding.
Diversified first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 14 quarters since.
Diversified's iShares Russell 1000 Growth ETF position peaked at $1.4M in Q1 2022.
2,072 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.