Family CFO’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Family CFO’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 Q4	–	Sell	-828	Closed	-$77.7K	–	96
2024 Q3	$77.7K	Buy	+828	New	+$75.1K	0.04%	44

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Family CFO's IWF Position: Q4 2024 in Review

Family CFO sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2024, closing a stake of 828 shares — an estimated $77.7K sold.

Family CFO first reported a position in IWF in Q3 2024 and held it in 1 quarter. The position peaked at $77.7K in Q3 2024. 2,304 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Family CFO reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Family CFO sold 828 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $77.7K.
Family CFO first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and held it in 1 quarter.
Family CFO's iShares Russell 1000 Growth ETF position peaked at $77.7K in Q3 2024.
2,304 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Family CFO's 13F filing for Q4 2024, filed 30 Jan 2025.