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

HBC Financial Services’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 Q4	–	Sell	-112	Closed	-$7K	–	183
2023 Q3	$7K	Hold	112	–	–	0.01%	121
2023 Q2	$7K	Buy	+112	New	+$7.12K	0.01%	118
2020 Q4	–	Sell	-192	Closed	-$11K	–	179
2020 Q3	$11K	Buy	+192	New	+$10.1K	0.01%	127

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HBC Financial Services's IWF Position: Q4 2023 in Review

HBC Financial Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 112 shares — an estimated $7K sold.

HBC Financial Services first reported a position in IWF in Q3 2020 and held it in 3 quarters. The position peaked at $11K in Q3 2020. 1,960 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

HBC Financial Services reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
HBC Financial Services sold 112 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $7K.
HBC Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and held it in 3 quarters.
HBC Financial Services's iShares Russell 1000 Growth ETF position peaked at $11K in Q3 2020.
1,960 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.