HC Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HC Advisors’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 Q2	–	Sell	-8,936	Closed	-$753K	–	63
2024 Q1	$753K	Hold	8,936	–	–	0.36%	49
2023 Q4	$677K	Buy	8,936 +20	+0.2%	+$1.41K	0.38%	47
2023 Q3	$593K	Hold	8,916	–	–	0.35%	46
2023 Q2	$614K	Buy	8,916 +12	+0.1%	+$763	0.36%	46
2023 Q1	$544K	Buy	8,904 +20	+0.2%	+$1.15K	0.34%	50
2022 Q4	$476K	Buy	8,884 +44	+0.5%	+$2.42K	0.32%	50
2022 Q3	$465K	Hold	8,840	–	–	0.32%	51
2022 Q2	$483K	Hold	8,840	–	–	0.34%	47
2022 Q1	$614K	Hold	8,840	–	–	0.39%	43
2021 Q4	$675K	Hold	8,840	–	–	0.41%	37
2021 Q3	$606K	Hold	8,840	–	–	0.4%	39
2021 Q2	$600K	Hold	8,840	–	–	0.37%	40
2021 Q1	$537K	Hold	8,840	–	–	0.35%	40
2020 Q4	$533K	Hold	8,840	–	–	0.36%	40
2020 Q3	$479K	Sell	8,840 -244	-3%	-$12.9K	0.39%	37
2020 Q2	$436K	Buy	+9,084	New	+$400K	0.36%	49
2020 Q1	–	Sell	-8,840	Closed	-$389K	–	39
2019 Q4	$389K	Buy	+8,840	New	+$369K	0.4%	36

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HC Advisors's IWF Position: Q2 2024 in Review

HC Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 8,936 shares — an estimated $753K sold.

HC Advisors first reported a position in IWF in Q4 2019 and held it in 17 quarters. The position peaked at $753K in Q1 2024. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

HC Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
HC Advisors sold 8,936 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $753K.
HC Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 17 quarters.
HC Advisors's iShares Russell 1000 Growth ETF position peaked at $753K in Q1 2024.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on HC Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.