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Edge Capital Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Edge Capital 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
2024
Q4 		$27.2M Sell
132
-275,672
-100% -$27.1M 1.21% 19
2024
Q3 		$25.9M Sell
275,804
-4,136
-1% -$375K 1.15% 20
2024
Q2 		$25.5M Buy
279,940
+23,348
+9% +$1.99M 1.23% 18
2024
Q1 		$21.6M Buy
256,592
+11,372
+5% +$916K 1.08% 21
2023
Q4 		$18.6M Buy
245,220
+39,952
+19% +$2.83M 1.04% 23
2023
Q3 		$13.6M Buy
205,268
+15,288
+8% +$1.06M 0.89% 25
2023
Q2 		$13.1M Sell
189,980
-6,160
-3% -$392K 0.75% 30
2023
Q1 		$12M Sell
196,140
-45,208
-19% -$2.6M 0.74% 31
2022
Q4 		$12.9M Buy
241,348
+97,932
+68% +$5.39M 0.9% 24
2022
Q3 		$7.54M Buy
143,416
+136,460
+1,962% +$8.02M 0.62% 36
2022
Q2 		$124K Sell
6,956
-79,992
-92% -$4.8M 0.01% 297
2022
Q1 		$6.04M Sell
86,948
-24,560
-22% -$1.68M 0.41% 56
2021
Q4 		$8.52M Sell
111,508
-6,800
-6% -$504K 0.6% 38
2021
Q3 		$8.11M Sell
118,308
-2,212
-2% -$156K 0.64% 34
2021
Q2 		$8.18M Sell
120,520
-32,312
-21% -$2.08M 0.65% 33
2021
Q1 		$9.29M Sell
152,832
-21,220
-12% -$1.29M 0.78% 26
2020
Q4 		$10.5M Sell
174,052
-2,284
-1% -$130K 0.88% 26
2020
Q3 		$9.56M Sell
176,336
-7,096
-4% -$374K 0.96% 20
2020
Q2 		$8.8M Buy
183,432
+14,024
+8% +$618K 0.92% 22
2020
Q1 		$6.38M Buy
169,408
+95,380
+129% +$4.11M 0.76% 36
2019
Q4 		$3.26M Sell
74,028
-61,280
-45% -$2.56M 0.32% 68
2019
Q3 		$5.4M Sell
135,308
-11,900
-8% -$477K 0.55% 52
2019
Q2 		$5.79M Sell
147,208
-31,376
-18% -$1.21M 0.56% 48
2019
Q1 		$6.76M Sell
178,584
-395,936
-69% -$14.2M 0.67% 40
2018
Q4 		$18.8M Buy
+574,520
New +$20.3M 2.04% 8

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edge Capital Group's IWF Position: Q4 2024 in Review

Edge Capital Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 100% in Q4 2024, selling an estimated $27.1M and leaving 132 shares worth $27.2M. The position accounts for 1.21% of the portfolio, ranked #19.

Edge Capital Group first reported a position in IWF in Q4 2018 and has held it in 25 quarters since. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

  • Edge Capital Group held 132 shares of iShares Russell 1000 Growth ETF worth $27.2M as of Q4 2024.
  • Edge Capital Group sold 275,672 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $27.1M.
  • iShares Russell 1000 Growth ETF made up 1.21% of Edge Capital Group's portfolio in Q4 2024, its #19 holding.
  • Edge Capital Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 25 quarters since.
  • 2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.