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IWF icon

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

ETFidea’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 		$17.8M Buy
189,604
+3,064
+2% +$278K 5.63% 3
2024
Q2 		$17M Buy
186,540
+2,256
+1% +$193K 5.75% 3
2024
Q1 		$15.5M Buy
184,284
+300
+0.2% +$24.2K 5.29% 3
2023
Q4 		$13.9M Buy
183,984
+5,628
+3% +$398K 5.24% 3
2023
Q3 		$11.9M Buy
178,356
+552
+0.3% +$38.1K 5.04% 3
2023
Q2 		$12.2M Buy
177,804
+8,184
+5% +$520K 5% 3
2023
Q1 		$10.4M Buy
169,620
+5,624
+3% +$324K 4.52% 5
2022
Q4 		$8.78M Sell
163,996
-2,900
-2% -$160K 4.06% 5
2022
Q3 		$8.78M Buy
166,896
+12,028
+8% +$707K 4.53% 5
2022
Q2 		$8.47M Buy
154,868
+7,624
+5% +$458K 4.23% 5
2022
Q1 		$10.2M Sell
147,244
-34,436
-19% -$2.35M 4.41% 5
2021
Q4 		$13.9M Buy
+181,680
New +$13.5M 5.58% 3

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ETFidea's IWF Position: Q3 2024 in Review

ETFidea increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.6% in Q3 2024, buying an estimated $278K and bringing the position to 189,604 shares worth $17.8M. The position accounts for 5.63% of the portfolio, ranked #3.

ETFidea first reported a position in IWF in Q4 2021 and has held it in 12 quarters since. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • ETFidea held 189,604 shares of iShares Russell 1000 Growth ETF worth $17.8M as of Q3 2024.
  • ETFidea bought 3,064 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $278K.
  • iShares Russell 1000 Growth ETF made up 5.63% of ETFidea's portfolio in Q3 2024, its #3 holding.
  • ETFidea first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 12 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.