Gainplan’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Gainplan’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 Q4	–	Sell	-214,488	Closed	-$19.5M	–	67
2024 Q3	$19.5M	Buy	214,488 +268	+0.1%	+$24.3K	9.24%	3
2024 Q2	$19.5M	Buy	+214,220	New	+$18.3M	9.43%	3
2023 Q3	–	Sell	-606,972	Closed	-$41.8M	–	48
2023 Q2	$41.8M	Buy	+606,972	New	+$38.6M	22.69%	2
2022 Q1	–	Sell	-551,632	Closed	-$42.1M	–	58
2021 Q4	$42.1M	Buy	+551,632	New	+$40.9M	18.18%	2
2021 Q3	–	Sell	-665,728	Closed	-$45.2M	–	64
2021 Q2	$45.2M	Buy	+665,728	New	+$42.9M	17.81%	2
2020 Q1	–	Sell	-865,384	Closed	-$38.1M	–	30
2019 Q4	$38.1M	Buy	865,384 +865,152	+372,910%	+$36.1M	20.04%	2
2019 Q3	$9K	Buy	+232	New	+$9.3K	0.01%	42
2017 Q2	–	Sell	-4,710,860	Closed	-$134M	–	11
2017 Q1	$134M	Buy	+4,710,860	New	+$131M	85.5%	1

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gainplan's IWF Position: Q4 2024 in Review

Gainplan sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2024, closing a stake of 214,488 shares — an estimated $19.5M sold.

Gainplan first reported a position in IWF in Q1 2017 and held it in 8 quarters. The position peaked at $134M in Q1 2017. 2,307 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Gainplan reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
Gainplan sold 214,488 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $19.5M.
Gainplan first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and held it in 8 quarters.
Gainplan's iShares Russell 1000 Growth ETF position peaked at $134M in Q1 2017.
2,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Gainplan's 13F filing for Q4 2024, filed 14 Jan 2025.