First Heartland Consultants’s iShares Russell 1000 Growth ETF IWF Stock Holding History

First Heartland Consultants’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	–	Sell	-19,500	Closed	-$1.78K	–	471
2024 Q2	$1.78K	Buy	19,500 +380	+2%	+$32.4K	0.12%	118
2024 Q1	$1.61M	Buy	+19,120	New	+$1.54M	0.17%	130
2021 Q3	–	Sell	-3,844	Closed	-$261K	–	402
2021 Q2	$261K	Hold	3,844	–	–	0.04%	313
2021 Q1	$234K	Buy	+3,844	New	+$234K	0.04%	341
2013 Q3	–	Sell	-180	Closed	-$3K	–	297
2013 Q2	$3K	Buy	+180	New	+$3.3K	﹤0.01%	382

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

First Heartland Consultants's IWF Position: Q3 2024 in Review

First Heartland Consultants sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 19,500 shares — an estimated $1.78K sold.

First Heartland Consultants first reported a position in IWF in Q2 2013 and held it in 5 quarters. The position peaked at $1.61M in Q1 2024. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

First Heartland Consultants reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
First Heartland Consultants sold 19,500 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $1.78K.
First Heartland Consultants first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 5 quarters.
First Heartland Consultants's iShares Russell 1000 Growth ETF position peaked at $1.61M in Q1 2024.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.