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

Fullen 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	$2.25M	Sell	36,416 -472	-1%	-$27.2K	1.21%	20
2022 Q4	$2.14M	Sell	36,888 -3,832	-9%	-$211K	1.22%	21
2022 Q3	$2.27M	Sell	40,720 -300	-0.7%	-$17.6K	1.44%	19
2022 Q2	$2.24M	Sell	41,020 -40	-0.1%	-$2.4K	1.45%	19
2022 Q1	$2.85M	Sell	41,060 -856	-2%	-$58.4K	1.66%	18
2021 Q4	$3.2M	Sell	41,916 -3,984	-9%	-$295K	1.79%	18
2021 Q3	$3.44M	Sell	45,900 -508	-1%	-$35.9K	1.97%	15
2021 Q2	$3.15M	Buy	46,408 +32	+0.1%	+$2.06K	1.86%	17
2021 Q1	$2.82M	Sell	46,376 -1,008	-2%	-$61.4K	1.8%	17
2020 Q4	$2.86M	Sell	47,384 -1,048	-2%	-$59.6K	1.94%	17
2020 Q3	$2.63M	Buy	48,432 +8	+0%	+$421	2%	16
2020 Q2	$2.32M	Buy	+48,424	New	+$2.13M	1.93%	17

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

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

Fullen Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q1 2023, selling an estimated $27.2K and leaving 36,416 shares worth $2.25M. The position accounts for 1.21% of the portfolio, ranked #20.

Fullen Financial Group first reported a position in IWF in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.44M in Q3 2021. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Fullen Financial Group held 36,416 shares of iShares Russell 1000 Growth ETF worth $2.25M as of Q1 2023.
Fullen Financial Group sold 472 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $27.2K.
iShares Russell 1000 Growth ETF made up 1.21% of Fullen Financial Group's portfolio in Q1 2023, its #20 holding.
Fullen Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's iShares Russell 1000 Growth ETF position peaked at $3.44M in Q3 2021.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.