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FundX Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

FundX Investment 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
2021
Q4 		$860K Buy
11,260
+4
+0% +$297 0.21% 32
2021
Q3 		$771K Hold
11,256
– – 0.36% 27
2021
Q2 		$416K Sell
11,256
-6,476
-37% -$418K 0.04% 35
2021
Q1 		$1.08M Sell
17,732
-7,432
-30% -$452K 0.61% 23
2020
Q4 		$1.52M Buy
25,164
+1,800
+8% +$102K 0.63% 22
2020
Q3 		$1.27M Buy
23,364
+13,680
+141% +$721K 0.49% 24
2020
Q2 		$465K Buy
+9,684
New +$427K 0.2% 28
2019
Q4 		– Sell
-308,032
Closed -$12.3M – 66
2019
Q3 		$12.3M Sell
308,032
-1,536
-0.5% -$61.6K 4.37% 9
2019
Q2 		$12.2M Sell
309,568
-872
-0.3% -$33.7K 5.03% 8
2019
Q1 		$11.7M Sell
310,440
-88,532
-22% -$3.18M 3.99% 10
2018
Q4 		$13.1M Sell
398,972
-604,324
-60% -$21.3M 4.86% 8
2018
Q3 		$39.1M Buy
1,003,296
+300,904
+43% +$11.4M 21.58% 2
2018
Q2 		$25.3M Sell
702,392
-48,196
-6% -$1.7M 12.5% 3
2018
Q1 		$25.5M Buy
750,588
+135,880
+22% +$4.76M 13.4% 3
2017
Q4 		$20.7M Buy
+614,708
New +$20.1M 10.43% 3
2016
Q2 		– Sell
-879,004
Closed -$21.9M – 35
2016
Q1 		$21.9M Sell
879,004
-50,728
-5% -$1.2M 5.46% 8
2015
Q4 		$23.1M Buy
929,732
+696,508
+299% +$17.4M 7.61% 6
2015
Q3 		$5.42M Buy
233,224
+23,224
+11% +$571K 2.67% 11
2015
Q2 		$5.2M Buy
210,000
+30,000
+17% +$754K 2.15% 11
2015
Q1 		$4.45M Buy
+180,000
New +$4.4M 1.37% 15

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FundX Investment Group's IWF Position: Q4 2021 in Review

FundX Investment Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.04% in Q4 2021, buying an estimated $297 and bringing the position to 11,260 shares worth $860K. The position accounts for 0.21% of the portfolio, ranked #32.

FundX Investment Group first reported a position in IWF in Q1 2015 and has held it in 20 quarters since. The position peaked at $39.1M in Q3 2018. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

  • FundX Investment Group held 11,260 shares of iShares Russell 1000 Growth ETF worth $860K as of Q4 2021.
  • FundX Investment Group bought 4 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $297.
  • iShares Russell 1000 Growth ETF made up 0.21% of FundX Investment Group's portfolio in Q4 2021, its #32 holding.
  • FundX Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and has held it in 20 quarters since.
  • FundX Investment Group's iShares Russell 1000 Growth ETF position peaked at $39.1M in Q3 2018.
  • 1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.