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Gunn & Company Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Gunn & Company Investment Management’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
Q3 		– Sell
-2,440
Closed -$222K – 102
2024
Q2 		$222K Buy
+2,440
New +$208K 0.01% 139

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 $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

Gunn & Company Investment Management's IWF Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 2,440 shares — an estimated $222K sold.

Gunn & Company Investment Management first reported a position in IWF in Q2 2024 and held it in 1 quarter. The position peaked at $222K in Q2 2024. 2,072 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 2,440 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $222K.
  • Gunn & Company Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and held it in 1 quarter.
  • Gunn & Company Investment Management's iShares Russell 1000 Growth ETF position peaked at $222K in Q2 2024.
  • 2,072 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.