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

FSC 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
Q1 		– Sell
-7,756
Closed -$588K – 279
2023
Q4 		$588K Buy
+7,756
New +$548K 0.43% 28
2022
Q2 		– Sell
-49,476
Closed -$3.43M – 206
2022
Q1 		$3.43M Sell
49,476
-114,424
-70% -$7.81M 3.26% 8
2021
Q4 		$12.5M Buy
+163,900
New +$12.2M 8.49% 4

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSC Wealth Advisors's IWF Position: Q1 2024 in Review

FSC Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 7,756 shares — an estimated $588K sold.

FSC Wealth Advisors first reported a position in IWF in Q4 2021 and held it in 3 quarters. The position peaked at $12.5M in Q4 2021. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

  • FSC Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 7,756 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $588K.
  • FSC Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 3 quarters.
  • FSC Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $12.5M in Q4 2021.
  • 1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on FSC Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.