Domani Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $17.6M | Buy |
288,020
+43,376
| +18% | +$2.5M | 4.08% | 7 |
|
|
2022
Q4 | $13.1M | Buy |
244,644
+75,632
| +45% | +$4.16M | 3.28% | 9 |
|
|
2022
Q3 | $8.89M | Sell |
169,012
-2,976
| -2% | -$175K | 2.61% | 12 |
|
|
2022
Q2 | $9.4M | Buy |
171,988
+792
| +0.5% | +$47.5K | 2.57% | 12 |
|
|
2022
Q1 | $11.9M | Buy |
171,196
+3,292
| +2% | +$225K | 2.57% | 12 |
|
|
2021
Q4 | $12.8M | Sell |
167,904
-8,832
| -5% | -$655K | 2.51% | 13 |
|
|
2021
Q3 | $12.1M | Sell |
176,736
-104
| -0.1% | -$7.36K | 2.53% | 13 |
|
|
2021
Q2 | $12M | Sell |
176,840
-10,028
| -5% | -$647K | 2.42% | 13 |
|
|
2021
Q1 | $11.4M | Buy |
186,868
+620
| +0.3% | +$37.7K | 2.19% | 14 |
|
|
2020
Q4 | $11.2M | Buy |
186,248
+2,004
| +1% | +$114K | 2.28% | 13 |
|
|
2020
Q3 | $9.99M | Sell |
184,244
-904
| -0.5% | -$47.6K | 2.19% | 13 |
|
|
2020
Q2 | $8.88M | Buy |
185,148
+11,144
| +6% | +$491K | 2.08% | 14 |
|
|
2020
Q1 | $6.55M | Buy |
174,004
+57,088
| +49% | +$2.46M | 1.75% | 14 |
|
|
2019
Q4 | $5.14M | Sell |
116,916
-596
| -0.5% | -$24.9K | 1.7% | 13 |
|
|
2019
Q3 | $4.69M | Sell |
117,512
-6,804
| -5% | -$273K | 1.7% | 13 |
|
|
2019
Q2 | $4.89M | Sell |
124,316
-308
| -0.2% | -$11.9K | 1.82% | 13 |
|
|
2019
Q1 | $4.72M | Sell |
124,624
-4,484
| -3% | -$161K | 1.9% | 13 |
|
|
2018
Q4 | $4.22M | Sell |
129,108
-2,420
| -2% | -$85.3K | 1.97% | 13 |
|
|
2018
Q3 | $5.13M | Sell |
131,528
-4,292
| -3% | -$163K | 2.2% | 11 |
|
|
2018
Q2 | $4.88M | Sell |
135,820
-420
| -0.3% | -$14.8K | 2.24% | 11 |
|
|
2018
Q1 | $4.63M | Buy |
136,240
+1,016
| +0.8% | +$35.6K | 1.98% | 13 |
|
|
2017
Q4 | $4.55M | Sell |
135,224
-13,192
| -9% | -$432K | 2% | 12 |
|
|
2017
Q3 | $4.64M | Sell |
148,416
-3,076
| -2% | -$94.1K | 2% | 13 |
|
|
2017
Q2 | $4.51M | Sell |
151,492
-1,472
| -1% | -$43.2K | 1.86% | 14 |
|
|
2017
Q1 | $4.35M | Buy |
152,964
+2,360
| +2% | +$65.5K | 1.77% | 15 |
|
|
2016
Q4 | $3.95M | Buy |
150,604
+28,016
| +23% | +$727K | 1.59% | 16 |
|
|
2016
Q3 | $3.19M | Sell |
122,588
-5,476
| -4% | -$142K | 1.21% | 20 |
|
|
2016
Q2 | $3.21M | Sell |
128,064
-70,580
| -36% | -$1.76M | 1.25% | 20 |
|
|
2016
Q1 | $4.95M | Sell |
198,644
-35,536
| -15% | -$840K | 1.87% | 13 |
|
|
2015
Q4 | $5.82M | Buy |
234,180
+155,744
| +199% | +$3.89M | 2.28% | 11 |
|
|
2015
Q3 | $1.82M | Buy |
78,436
+16,984
| +28% | +$418K | 0.99% | 24 |
|
|
2015
Q2 | $1.52M | Buy |
61,452
+54,752
| +817% | +$1.38M | 0.83% | 27 |
|
|
2015
Q1 | $16.9K | Buy |
+6,700
| New | +$164K | 0.25% | 39 |
|
Other funds holding IWF
Domani Wealth's IWF Position: Q1 2023 in Review
Domani Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 18% in Q1 2023, buying an estimated $2.5M and bringing the position to 288,020 shares worth $17.6M. The position accounts for 4.08% of the portfolio, ranked #7.
Domani Wealth first reported a position in IWF in Q1 2015 and has held it in 33 quarters since. 1,697 funds tracked by Wall St. Rank hold IWF as of Q1 2023.
- Domani Wealth held 288,020 shares of iShares Russell 1000 Growth ETF worth $17.6M as of Q1 2023.
- Domani Wealth bought 43,376 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $2.5M.
- iShares Russell 1000 Growth ETF made up 4.08% of Domani Wealth's portfolio in Q1 2023, its #7 holding.
- Domani Wealth first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 33 quarters since.
- 1,697 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.
Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.