EisnerAmper Wealth Management Corporate Benefits’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$1.96M	Sell	25,848 -656	-2%	-$46.4K	0.72%	34
2023 Q3	$1.76M	Sell	26,504 -5,884	-18%	-$406K	0.79%	38
2023 Q2	$2.23M	Sell	32,388 -4,436	-12%	-$282K	1.07%	27
2023 Q1	$2.25M	Sell	36,824 -17,604	-32%	-$1.01M	1.09%	28
2022 Q4	$2.92M	Hold	54,428	–	–	1.49%	19
2022 Q3	$2.86M	Hold	54,428	–	–	1.63%	19
2022 Q2	$2.98M	Hold	54,428	–	–	1.58%	20
2022 Q1	$3.78M	Hold	54,428	–	–	1.81%	16
2021 Q4	$4.16M	Hold	54,428	–	–	1.89%	14
2021 Q3	$3.73M	Hold	54,428	–	–	1.88%	16
2021 Q2	$3.69M	Sell	54,428 -280	-0.5%	-$18.1K	1.86%	17
2021 Q1	$3.32M	Buy	54,708 +280	+0.5%	+$17K	1.79%	16
2020 Q4	$3.28M	Hold	54,428	–	–	1.88%	17
2020 Q3	$2.95M	Sell	54,428 -348	-0.6%	-$18.3K	1.94%	15
2020 Q2	$2.63M	Hold	54,776	–	–	1.8%	16
2020 Q1	$2.06M	Hold	54,776	–	–	1.4%	17
2019 Q4	$2.41M	Sell	54,776 -624	-1%	-$26.1K	1.65%	18
2019 Q3	$2.21M	Buy	55,400 +144	+0.3%	+$5.77K	1.6%	18
2019 Q2	$2.17M	Sell	55,256 -428	-0.8%	-$16.6K	1.62%	18
2019 Q1	$2.11M	Sell	55,684 -2,012	-3%	-$72.3K	1.57%	18
2018 Q4	$1.89M	Hold	57,696	–	–	1.63%	17
2018 Q3	$2.25M	Hold	57,696	–	–	1.74%	16
2018 Q2	$2.07M	Hold	57,696	–	–	1.69%	18
2018 Q1	$1.96M	Hold	57,696	–	–	1.65%	17
2017 Q4	$1.94M	Sell	57,696 -11,432	-17%	-$375K	1.58%	18
2017 Q3	$2.16M	Sell	69,128 -2,268	-3%	-$69.4K	1.86%	15
2017 Q2	$2.12M	Hold	71,396	–	–	1.83%	15
2017 Q1	$2.03M	Sell	71,396 -1,400	-2%	-$38.8K	1.76%	17
2016 Q4	$1.91M	Hold	72,796	–	–	1.64%	15
2016 Q3	$1.89M	Sell	72,796 -800	-1%	-$20.8K	1.62%	15
2016 Q2	$1.85M	Hold	73,596	–	–	1.69%	15
2016 Q1	$1.84M	Hold	73,596	–	–	1.73%	15
2015 Q4	$1.83M	Hold	73,596	–	–	1.8%	15
2015 Q3	$1.71M	Hold	73,596	–	–	1.21%	16
2015 Q2	$1.82M	Sell	73,596 -88	-0.1%	-$2.21K	1.4%	14
2015 Q1	$1.82M	Hold	73,684	–	–	1.38%	17
2014 Q4	$1.76M	Buy	+73,684	New	+$1.72M	1.4%	17

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

EisnerAmper Wealth Management Corporate Benefits's IWF Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.5% in Q4 2023, selling an estimated $46.4K and leaving 25,848 shares worth $1.96M. The position accounts for 0.72% of the portfolio, ranked #34.

EisnerAmper Wealth Management Corporate Benefits first reported a position in IWF in Q4 2014 and has held it in 37 quarters since. The position peaked at $4.16M in Q4 2021. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 25,848 shares of iShares Russell 1000 Growth ETF worth $1.96M as of Q4 2023.
EisnerAmper Wealth Management Corporate Benefits sold 656 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $46.4K.
iShares Russell 1000 Growth ETF made up 0.72% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #34 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 37 quarters since.
EisnerAmper Wealth Management Corporate Benefits's iShares Russell 1000 Growth ETF position peaked at $4.16M in Q4 2021.
1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.