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

Halpern Financial’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 		$10.6M Sell
113,900
-56
-0% -$5.08K 2.71% 15
2024
Q2 		$10.4M Sell
113,956
-200
-0.2% -$17.1K 2.85% 13
2024
Q1 		$9.56M Sell
114,156
-160
-0.1% -$12.9K 2.77% 13
2023
Q4 		$8.45M Sell
114,316
-368
-0.3% -$26K 2.62% 14
2023
Q3 		$7.63M Buy
114,684
+3,764
+3% +$260K 2.63% 14
2023
Q2 		$7.63M Sell
110,920
-420
-0.4% -$26.7K 2.61% 14
2023
Q1 		$6.8M Sell
111,340
-3,936
-3% -$227K 2.45% 14
2022
Q4 		$6.17M Hold
115,276
– – 2.26% 14
2022
Q3 		$6.06M Sell
115,276
-160
-0.1% -$9.41K 2.4% 14
2022
Q2 		$6.31M Sell
115,436
-2,856
-2% -$171K 2.46% 12
2022
Q1 		$8.21M Buy
118,292
+60,812
+106% +$4.15M 3.03% 11
2021
Q4 		$4.39M Sell
57,480
-200
-0.3% -$14.8K 1.88% 12
2021
Q3 		$3.95M Sell
57,680
-2,992
-5% -$212K 1.83% 13
2021
Q2 		$4.12M Sell
60,672
-2,960
-5% -$191K 1.94% 11
2021
Q1 		$3.87M Sell
63,632
-224
-0.4% -$13.6K 1.87% 12
2020
Q4 		$3.85M Sell
63,856
-1,040
-2% -$59.2K 2% 11
2020
Q3 		$3.52M Sell
64,896
-1,040
-2% -$54.8K 2.08% 11
2020
Q2 		$3.16M Buy
65,936
+7,348
+13% +$324K 2.1% 12
2020
Q1 		$2.21M Sell
58,588
-240
-0.4% -$10.3K 2.08% 12
2019
Q4 		$2.59M Buy
+58,828
New +$2.46M 2.02% 11

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

Halpern Financial's IWF Position: Q3 2024 in Review

Halpern Financial reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q3 2024, selling an estimated $5.08K and leaving 113,900 shares worth $10.6M. The position accounts for 2.71% of the portfolio, ranked #15.

Halpern Financial first reported a position in IWF in Q4 2019 and has held it in 20 quarters since. 2,072 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • Halpern Financial held 113,900 shares of iShares Russell 1000 Growth ETF worth $10.6M as of Q3 2024.
  • Halpern Financial sold 56 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $5.08K.
  • iShares Russell 1000 Growth ETF made up 2.71% of Halpern Financial's portfolio in Q3 2024, its #15 holding.
  • Halpern Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • 2,072 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.