EWG Elevate’s iShares Russell 1000 Growth ETF IWF Stock Holding History

EWG Elevate’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	–	Sell	-31,016	Closed	-$2.61M	–	141
2024 Q1	$2.61M	Buy	+31,016	New	+$2.5M	0.99%	36
2023 Q1	–	Sell	-744	Closed	-$39.8K	–	410
2022 Q4	$39.8K	Buy	+744	New	+$40.9K	0.02%	202

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

EWG Elevate's IWF Position: Q2 2024 in Review

EWG Elevate sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 31,016 shares — an estimated $2.61M sold.

EWG Elevate first reported a position in IWF in Q4 2022 and held it in 2 quarters. The position peaked at $2.61M in Q1 2024. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

EWG Elevate reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
EWG Elevate sold 31,016 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $2.61M.
EWG Elevate first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 2 quarters.
EWG Elevate's iShares Russell 1000 Growth ETF position peaked at $2.61M in Q1 2024.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on EWG Elevate's 13F filing for Q2 2024, filed 16 Jul 2024.