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Ford Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-4,484
Closed -$240K – 51
2022
Q4 		$240K Buy
4,484
+20
+0.4% +$1.1K 0.09% 106
2022
Q3 		$234K Hold
4,464
– – 0.1% 105
2022
Q2 		$244K Buy
4,464
+1,344
+43% +$80.7K 0.1% 101
2022
Q1 		$216K Buy
3,120
+4
+0.1% +$273 0.08% 115
2021
Q4 		$238 Buy
3,116
+4
+0.1% +$297 0.05% 91
2021
Q3 		$213K Buy
3,112
+4
+0.1% +$283 0.08% 90
2021
Q2 		$210K Buy
+3,108
New +$200K 0.08% 94

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ford Financial Group's IWF Position: Q1 2023 in Review

Ford Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 4,484 shares — an estimated $240K sold.

Ford Financial Group first reported a position in IWF in Q2 2021 and held it in 7 quarters. The position peaked at $244K in Q2 2022. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

  • Ford Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 4,484 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $240K.
  • Ford Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and held it in 7 quarters.
  • Ford Financial Group's iShares Russell 1000 Growth ETF position peaked at $244K in Q2 2022.
  • 1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.