Gofen & Glossberg’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.98M | Hold |
36,932
| – | – | 0.05% | 192 |
|
|
2022
Q3 | $1.94M | Sell |
36,932
-636
| -2% | -$37.4K | 0.05% | 190 |
|
|
2022
Q2 | $2.05M | Buy |
37,568
+272
| +0.7% | +$16.3K | 0.05% | 186 |
|
|
2022
Q1 | $2.59M | Sell |
37,296
-108
| -0.3% | -$7.37K | 0.06% | 186 |
|
|
2021
Q4 | $2.86M | Buy |
37,404
+588
| +2% | +$43.6K | 0.06% | 174 |
|
|
2021
Q3 | $2.52M | Buy |
36,816
+88
| +0.2% | +$6.22K | 0.06% | 184 |
|
|
2021
Q2 | $2.49M | Sell |
36,728
-500
| -1% | -$32.2K | 0.06% | 180 |
|
|
2021
Q1 | $2.26M | Hold |
37,228
| – | – | 0.06% | 177 |
|
|
2020
Q4 | $2.24M | Sell |
37,228
-500
| -1% | -$28.5K | 0.06% | 171 |
|
|
2020
Q3 | $2.05M | Hold |
37,728
| – | – | 0.06% | 160 |
|
|
2020
Q2 | $1.81M | Buy |
37,728
+1,588
| +4% | +$70K | 0.06% | 165 |
|
|
2020
Q1 | $1.36M | Sell |
36,140
-348
| -1% | -$15K | 0.05% | 175 |
|
|
2019
Q4 | $1.6M | Buy |
36,488
+580
| +2% | +$24.2K | 0.05% | 179 |
|
|
2019
Q3 | $1.43M | Buy |
35,908
+2,604
| +8% | +$104K | 0.05% | 184 |
|
|
2019
Q2 | $1.31M | Sell |
33,304
-1,060
| -3% | -$41K | 0.04% | 191 |
|
|
2019
Q1 | $1.3M | Buy |
34,364
+588
| +2% | +$21.1K | 0.05% | 187 |
|
|
2018
Q4 | $1.1M | Hold |
33,776
| – | – | 0.04% | 190 |
|
|
2018
Q3 | $1.32M | Hold |
33,776
| – | – | 0.05% | 193 |
|
|
2018
Q2 | $1.21M | Hold |
33,776
| – | – | 0.05% | 193 |
|
|
2018
Q1 | $1.15M | Hold |
33,776
| – | – | 0.04% | 195 |
|
|
2017
Q4 | $1.14M | Hold |
33,776
| – | – | 0.04% | 201 |
|
|
2017
Q3 | $1.06M | Hold |
33,776
| – | – | 0.04% | 208 |
|
|
2017
Q2 | $1M | Hold |
33,776
| – | – | 0.04% | 213 |
|
|
2017
Q1 | $961K | Hold |
33,776
| – | – | 0.04% | 217 |
|
|
2016
Q4 | $886K | Buy |
33,776
+2,384
| +8% | +$61.9K | 0.04% | 215 |
|
|
2016
Q3 | $818K | Sell |
31,392
-632
| -2% | -$16.4K | 0.03% | 225 |
|
|
2016
Q2 | $803K | Sell |
32,024
-1,096
| -3% | -$27.4K | 0.03% | 222 |
|
|
2016
Q1 | $826K | Buy |
33,120
+632
| +2% | +$14.9K | 0.04% | 218 |
|
|
2015
Q4 | $808K | Hold |
32,488
| – | – | 0.04% | 220 |
|
|
2015
Q3 | $755K | Sell |
32,488
-5,256
| -14% | -$129K | 0.03% | 229 |
|
|
2015
Q2 | $934K | Hold |
37,744
| – | – | 0.04% | 216 |
|
|
2015
Q1 | $933K | Sell |
37,744
-424
| -1% | -$10.4K | 0.04% | 218 |
|
|
2014
Q4 | $912K | Hold |
38,168
| – | – | 0.04% | 219 |
|
|
2014
Q3 | $874K | Buy |
38,168
+18,948
| +99% | +$434K | 0.04% | 215 |
|
|
2014
Q2 | $437K | Buy |
19,220
+1,096
| +6% | +$24K | 0.02% | 283 |
|
|
2014
Q1 | $398K | Buy |
+18,124
| New | +$389K | 0.02% | 297 |
|
Other funds holding IWF
AWA
Gofen & Glossberg's IWF Position: Q4 2022 in Review
Gofen & Glossberg held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2022 at 36,932 shares worth $1.98M. The position accounts for 0.05% of the portfolio, ranked #192.
Gofen & Glossberg first reported a position in IWF in Q1 2014 and has held it in 36 quarters since. The position peaked at $2.86M in Q4 2021. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.
- Gofen & Glossberg held 36,932 shares of iShares Russell 1000 Growth ETF worth $1.98M as of Q4 2022.
- Gofen & Glossberg left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2022.
- iShares Russell 1000 Growth ETF made up 0.05% of Gofen & Glossberg's portfolio in Q4 2022, its #192 holding.
- Gofen & Glossberg first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and has held it in 36 quarters since.
- Gofen & Glossberg's iShares Russell 1000 Growth ETF position peaked at $2.86M in Q4 2021.
- 1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.