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Fulcrum Equity Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fulcrum Equity Management’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
Q4 		– Sell
-11,912
Closed -$792K – 102
2023
Q3 		$792K Buy
+11,912
New +$823K 0.93% 32

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Fulcrum Equity Management's IWF Position: Q4 2023 in Review

Fulcrum Equity Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 11,912 shares — an estimated $792K sold.

Fulcrum Equity Management first reported a position in IWF in Q3 2023 and held it in 1 quarter. The position peaked at $792K in Q3 2023. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

  • Fulcrum Equity Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Fulcrum Equity Management sold 11,912 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $792K.
  • Fulcrum Equity Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Fulcrum Equity Management's iShares Russell 1000 Growth ETF position peaked at $792K in Q3 2023.
  • 1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Fulcrum Equity Management's 13F filing for Q4 2023, filed 19 Jan 2024.