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GYL Financial Synergies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

GYL Financial Synergies’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 		$1.39M Buy
14,836
+148
+1% +$13.4K 0.1% 167
2024
Q2 		$1.34M Buy
14,688
+4
+0% +$342 0.1% 165
2024
Q1 		$1.24M Buy
14,684
+412
+3% +$33.2K 0.1% 165
2023
Q4 		$1.08M Buy
14,272
+2,740
+24% +$194K 0.09% 177
2023
Q3 		$767K Buy
11,532
+352
+3% +$24.3K 0.07% 200
2023
Q2 		$769K Buy
11,180
+4
+0% +$254 0.07% 202
2023
Q1 		$683K Sell
11,176
-3,516
-24% -$203K 0.08% 162
2022
Q4 		$787K Buy
14,692
+3,304
+29% +$182K 0.17% 82
2022
Q3 		$599K Buy
11,388
+232
+2% +$13.6K 0.16% 85
2022
Q2 		$610K Buy
11,156
+84
+0.8% +$5.04K 0.17% 85
2022
Q1 		$768K Buy
11,072
+1,944
+21% +$133K 0.18% 72
2021
Q4 		$697K Hold
9,128
– – 0.19% 92
2021
Q3 		$625K Buy
9,128
+200
+2% +$14.1K 0.32% 77
2021
Q2 		$606K Sell
8,928
-204
-2% -$13.2K 0.31% 80
2021
Q1 		$555K Hold
9,132
– – 0.31% 80
2020
Q4 		$551K Hold
9,132
– – 0.32% 77
2020
Q3 		$495K Buy
9,132
+40
+0.4% +$2.11K 0.32% 79
2020
Q2 		$436K Sell
9,092
-1,136
-11% -$50.1K 0.32% 81
2020
Q1 		$385K Buy
10,228
+32
+0.3% +$1.38K 0.25% 78
2019
Q4 		$448K Buy
10,196
+672
+7% +$28.1K 0.2% 88
2019
Q3 		$380K Buy
9,524
+216
+2% +$8.66K 0.19% 98
2019
Q2 		$366K Sell
9,308
-448
-5% -$17.3K 0.19% 91
2019
Q1 		$369K Sell
9,756
-10,416
-52% -$374K 0.21% 90
2018
Q4 		$660K Buy
+20,172
New +$711K 0.48% 44

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GYL Financial Synergies's IWF Position: Q3 2024 in Review

GYL Financial Synergies increased its iShares Russell 1000 Growth ETF (IWF) stake by 1% in Q3 2024, buying an estimated $13.4K and bringing the position to 14,836 shares worth $1.39M. The position accounts for 0.1% of the portfolio, ranked #167.

GYL Financial Synergies first reported a position in IWF in Q4 2018 and has held it in 24 quarters since. 2,075 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • GYL Financial Synergies held 14,836 shares of iShares Russell 1000 Growth ETF worth $1.39M as of Q3 2024.
  • GYL Financial Synergies bought 148 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $13.4K.
  • iShares Russell 1000 Growth ETF made up 0.1% of GYL Financial Synergies's portfolio in Q3 2024, its #167 holding.
  • GYL Financial Synergies first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,075 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.