Faithward Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Faithward Advisors’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 Q1	–	Sell	-292	Closed	-$23.5K	–	279
2023 Q4	$23.5K	Hold	292	–	–	0.01%	213
2023 Q3	$20.6K	Hold	292	–	–	0.01%	205
2023 Q2	$19.9K	Buy	292 +200	+217%	+$12.7K	﹤0.01%	213
2023 Q1	$5.73K	Hold	92	–	–	﹤0.01%	288
2022 Q4	$4.93K	Hold	92	–	–	﹤0.01%	242
2022 Q3	$5K	Hold	92	–	–	﹤0.01%	213
2022 Q2	$5K	Buy	+92	New	+$5.52K	﹤0.01%	238
2022 Q1	–	Sell	-2,752	Closed	-$210K	–	285
2021 Q4	$210K	Sell	2,752 -4	-0.1%	-$297	0.04%	157
2021 Q3	$189K	Buy	2,756 +316	+13%	+$22.4K	0.04%	177
2021 Q2	$166K	Hold	2,440	–	–	0.03%	170
2021 Q1	$148K	Buy	+2,440	New	+$149K	0.03%	166

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Faithward Advisors's IWF Position: Q1 2024 in Review

Faithward Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 292 shares — an estimated $23.5K sold.

Faithward Advisors first reported a position in IWF in Q1 2021 and held it in 11 quarters. The position peaked at $210K in Q4 2021. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Faithward Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Faithward Advisors sold 292 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $23.5K.
Faithward Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and held it in 11 quarters.
Faithward Advisors's iShares Russell 1000 Growth ETF position peaked at $210K in Q4 2021.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Faithward Advisors's 13F filing for Q1 2024, filed 15 May 2024.