First Personal Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $137K | Hold |
1,460
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $133K | Sell |
1,460
-684
| -32% | -$58.4K | 0.03% | 140 |
|
|
2024
Q1 | $181K | Buy |
2,144
+684
| +47% | +$55.1K | 0.04% | 120 |
|
|
2023
Q4 | $111K | Hold |
1,460
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $97.1K | Hold |
1,460
| – | – | 0.03% | 156 |
|
|
2023
Q2 | $100K | Hold |
1,460
| – | – | 0.02% | 156 |
|
|
2023
Q1 | $89.2K | Sell |
1,460
-600
| -29% | -$34.6K | 0.02% | 158 |
|
|
2022
Q4 | $110K | Hold |
2,060
| – | – | 0.03% | 149 |
|
|
2022
Q3 | $108K | Hold |
2,060
| – | – | 0.03% | 147 |
|
|
2022
Q2 | $113K | Hold |
2,060
| – | – | 0.03% | 133 |
|
|
2022
Q1 | $143K | Hold |
2,060
| – | – | 0.03% | 130 |
|
|
2021
Q4 | $157K | Sell |
2,060
-200
| -9% | -$14.8K | 0.04% | 127 |
|
|
2021
Q3 | $155K | Sell |
2,260
-800
| -26% | -$56.6K | 0.04% | 132 |
|
|
2021
Q2 | $208K | Hold |
3,060
| – | – | 0.05% | 116 |
|
|
2021
Q1 | $186K | Hold |
3,060
| – | – | 0.05% | 120 |
|
|
2020
Q4 | $184K | Hold |
3,060
| – | – | 0.05% | 117 |
|
|
2020
Q3 | $166K | Hold |
3,060
| – | – | 0.05% | 119 |
|
|
2020
Q2 | $147K | Hold |
3,060
| – | – | 0.05% | 125 |
|
|
2020
Q1 | $115K | Hold |
3,060
| – | – | 0.04% | 139 |
|
|
2019
Q4 | $135K | Hold |
3,060
| – | – | 0.04% | 138 |
|
|
2019
Q3 | $122K | Sell |
3,060
-26,800
| -90% | -$1.07M | 0.04% | 163 |
|
|
2019
Q2 | $1.18M | Buy |
29,860
+10,400
| +53% | +$402K | 0.34% | 67 |
|
|
2019
Q1 | $736K | Buy |
19,460
+3,060
| +19% | +$110K | 0.22% | 91 |
|
|
2018
Q4 | $537K | Hold |
16,400
| – | – | 0.19% | 103 |
|
|
2018
Q3 | $640K | Hold |
16,400
| – | – | 0.2% | 100 |
|
|
2018
Q2 | $590K | Sell |
16,400
-190,664
| -92% | -$6.73M | 0.2% | 106 |
|
|
2018
Q1 | $7.04M | Sell |
207,064
-8,548
| -4% | -$300K | 1.55% | 13 |
|
|
2017
Q4 | $7.26M | Sell |
215,612
-105,124
| -33% | -$3.45M | 1.41% | 14 |
|
|
2017
Q3 | $10M | Buy |
320,736
+302,536
| +1,662% | +$9.26M | 2.11% | 3 |
|
|
2017
Q2 | $542K | Buy |
18,200
+16,400
| +911% | +$481K | 0.12% | 137 |
|
|
2017
Q1 | $51K | Hold |
1,800
| – | – | 0.01% | 388 |
|
|
2016
Q4 | $47K | Buy |
+1,800
| New | +$46.7K | 0.01% | 386 |
|
|
2016
Q3 | – | Sell |
-192,404
| Closed | -$4.83M | – | 825 |
|
|
2016
Q2 | $4.83M | Buy |
192,404
+92,172
| +92% | +$2.3M | 1.65% | 12 |
|
|
2016
Q1 | $2.5M | Buy |
100,232
+99,512
| +13,821% | +$2.35M | 1.24% | 29 |
|
|
2015
Q4 | $18K | Buy |
+720
| New | +$18K | 0.01% | 250 |
|
Other funds holding IWF
First Personal Financial Services's IWF Position: Q3 2024 in Review
First Personal Financial Services held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2024 at 1,460 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #143.
First Personal Financial Services first reported a position in IWF in Q4 2015 and has held it in 35 quarters since. The position peaked at $10M in Q3 2017. 2,075 funds tracked by Wall St. Rank hold IWF as of Q3 2024.
- First Personal Financial Services held 1,460 shares of iShares Russell 1000 Growth ETF worth $137K as of Q3 2024.
- First Personal Financial Services left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2024.
- iShares Russell 1000 Growth ETF made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #143 holding.
- First Personal Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 35 quarters since.
- First Personal Financial Services's iShares Russell 1000 Growth ETF position peaked at $10M in Q3 2017.
- 2,075 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.