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

FourThought Financial’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
2022 Q3	$672K	Buy	12,784 +24	+0.2%	+$1.41K	0.1%	139
2022 Q2	$698K	Buy	12,760 +4	+0%	+$240	0.1%	143
2022 Q1	$885K	Sell	12,756 -19,520	-60%	-$1.33M	0.11%	134
2021 Q4	$2.47M	Buy	32,276 +868	+3%	+$64.3K	0.31%	73
2021 Q3	$2.15M	Buy	31,408 +3,532	+13%	+$250K	0.29%	75
2021 Q2	$1.89M	Sell	27,876 -18,000	-39%	-$1.16M	0.25%	81
2021 Q1	$2.79M	Buy	45,876 +1,932	+4%	+$118K	0.4%	56
2020 Q4	$2.65M	Buy	+43,944	New	+$2.5M	0.42%	55

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FourThought Financial's IWF Position: Q3 2022 in Review

FourThought Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.19% in Q3 2022, buying an estimated $1.41K and bringing the position to 12,784 shares worth $672K. The position accounts for 0.1% of the portfolio, ranked #139.

FourThought Financial first reported a position in IWF in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.79M in Q1 2021. 1,575 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

FourThought Financial held 12,784 shares of iShares Russell 1000 Growth ETF worth $672K as of Q3 2022.
FourThought Financial bought 24 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $1.41K.
iShares Russell 1000 Growth ETF made up 0.1% of FourThought Financial's portfolio in Q3 2022, its #139 holding.
FourThought Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Russell 1000 Growth ETF position peaked at $2.79M in Q1 2021.
1,575 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.