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

Great Diamond 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
2023 Q1	–	Sell	-4,920	Closed	-$264K	–	223
2022 Q4	$264K	Buy	+4,920	New	+$271K	0.08%	175
2022 Q1	–	Sell	-8,356	Closed	-$638K	–	226
2021 Q4	$638K	Buy	+8,356	New	+$619K	0.16%	112
2020 Q1	–	Sell	-2,172	Closed	-$95K	–	367
2019 Q4	$95K	Buy	+2,172	New	+$90.7K	0.04%	230

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

Great Diamond Partners's IWF Position: Q1 2023 in Review

Great Diamond Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 4,920 shares — an estimated $264K sold.

Great Diamond Partners first reported a position in IWF in Q4 2019 and held it in 3 quarters. The position peaked at $638K in Q4 2021. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Great Diamond Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Great Diamond Partners sold 4,920 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $264K.
Great Diamond Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 3 quarters.
Great Diamond Partners's iShares Russell 1000 Growth ETF position peaked at $638K in Q4 2021.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Great Diamond Partners's 13F filing for Q1 2023, filed 4 May 2023.