EMFO LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EMFO LLC’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	$23K	Hold	252	–	–	0.02%	188
2024 Q1	$21.2K	Hold	252	–	–	0.02%	194
2023 Q4	$19.1K	Hold	252	–	–	0.02%	196
2023 Q3	$16.8K	Hold	252	–	–	0.02%	208
2023 Q2	$17.3K	Hold	252	–	–	0.02%	215
2023 Q1	$15.4K	Hold	252	–	–	0.01%	226
2022 Q4	$13.5K	Hold	252	–	–	0.01%	220
2022 Q3	$13K	Hold	252	–	–	0.01%	243
2022 Q2	$14K	Hold	252	–	–	0.01%	252
2022 Q1	$17K	Sell	252 -4,412	-95%	-$301K	0.02%	250
2021 Q4	$356K	Hold	4,664	–	–	0.31%	68
2021 Q3	$320K	Hold	4,664	–	–	0.28%	69
2021 Q2	$317K	Buy	+4,664	New	+$301K	0.28%	76

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

EMFO LLC's IWF Position: Q2 2024 in Review

EMFO LLC held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2024 at 252 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #188.

EMFO LLC first reported a position in IWF in Q2 2021 and has held it in 13 quarters since. The position peaked at $356K in Q4 2021. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

EMFO LLC held 252 shares of iShares Russell 1000 Growth ETF worth $23K as of Q2 2024.
EMFO LLC left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2024.
iShares Russell 1000 Growth ETF made up 0.02% of EMFO LLC's portfolio in Q2 2024, its #188 holding.
EMFO LLC first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's iShares Russell 1000 Growth ETF position peaked at $356K in Q4 2021.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.