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Girard Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Girard Partners’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
Q2 		$476K Hold
5,224
– – 0.05% 183
2024
Q1 		$440K Buy
+5,224
New +$421K 0.04% 199
2019
Q4 		– Sell
-5,072
Closed -$202K – 231
2019
Q3 		$202K Sell
5,072
-160
-3% -$6.42K 0.04% 207
2019
Q2 		$205K Sell
5,232
-1,800
-26% -$69.7K 0.04% 230
2019
Q1 		$266K Hold
7,032
– – 0.05% 203
2018
Q4 		$230K Sell
7,032
-1,000
-12% -$35.3K 0.05% 218
2018
Q3 		$313K Sell
8,032
-15,604
-66% -$591K 0.06% 196
2018
Q2 		$850K Buy
23,636
+748
+3% +$26.4K 0.16% 133
2018
Q1 		$779K Sell
22,888
-1,344
-6% -$47.1K 0.18% 121
2017
Q4 		$816K Buy
24,232
+264
+1% +$8.65K 0.16% 131
2017
Q3 		$749K Sell
23,968
-3,068
-11% -$93.9K 0.15% 126
2017
Q2 		$804K Buy
27,036
+18,228
+207% +$535K 0.17% 117
2017
Q1 		$251K Sell
8,808
-1,428
-14% -$39.6K 0.06% 204
2016
Q4 		$268K Buy
10,236
+2,444
+31% +$63.4K 0.08% 184
2016
Q3 		$203K Sell
7,792
-1,504
-16% -$39.1K 0.07% 196
2016
Q2 		$233K Hold
9,296
– – 0.09% 173
2016
Q1 		$232K Sell
9,296
-184
-2% -$4.35K 0.1% 165
2015
Q4 		$236K Sell
9,480
-3,628
-28% -$90.5K 0.11% 154
2015
Q3 		$305K Buy
13,108
+2,712
+26% +$66.7K 0.17% 121
2015
Q2 		$257K Buy
+10,396
New +$261K 0.14% 133
2014
Q3 		– Sell
-9,096
Closed -$207K – 139
2014
Q2 		$207K Buy
+9,096
New +$200K 0.14% 128

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Girard Partners's IWF Position: Q2 2024 in Review

Girard Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2024 at 5,224 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #183.

Girard Partners first reported a position in IWF in Q2 2014 and has held it in 21 quarters since. The position peaked at $850K in Q2 2018. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

  • Girard Partners held 5,224 shares of iShares Russell 1000 Growth ETF worth $476K as of Q2 2024.
  • Girard Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2024.
  • iShares Russell 1000 Growth ETF made up 0.05% of Girard Partners's portfolio in Q2 2024, its #183 holding.
  • Girard Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2014 and has held it in 21 quarters since.
  • Girard Partners's iShares Russell 1000 Growth ETF position peaked at $850K in Q2 2018.
  • 2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.