Financial Synergies Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Financial Synergies Wealth 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 Q2	–	Sell	-672	Closed	-$56.6K	–	255
2024 Q1	$56.6K	Buy	672 +448	+200%	+$36.1K	0.01%	122
2023 Q4	$12.1K	Sell	224 -472	-68%	-$33.4K	﹤0.01%	173
2023 Q3	$46.3K	Hold	696	–	–	0.01%	115
2023 Q2	$47.9K	Sell	696 -216	-24%	-$13.7K	0.01%	109
2023 Q1	$55.7K	Buy	912 +688	+307%	+$39.6K	0.01%	106
2022 Q4	$12.1K	Hold	224	–	–	﹤0.01%	173
2022 Q3	$11.8K	Buy	+224	New	+$13.2K	﹤0.01%	151

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

Financial Synergies Wealth Advisors's IWF Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 672 shares — an estimated $56.6K sold.

Financial Synergies Wealth Advisors first reported a position in IWF in Q3 2022 and held it in 7 quarters. The position peaked at $56.6K in Q1 2024. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 672 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $56.6K.
Financial Synergies Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $56.6K in Q1 2024.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.