Householder Group Estate & Retirement Specialist’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$255K	Sell	2,540 -20,664	-89%	-$2.03M	0.19%	87
2024 Q3	$2.18M	Sell	23,204 -7,748	-25%	-$702K	0.63%	30
2024 Q2	$2.82M	Sell	30,952 -3,132	-9%	-$267K	0.79%	24
2024 Q1	$2.87M	Buy	34,084 +620	+2%	+$50K	0.85%	22
2023 Q4	$2.54M	Hold	33,464	–	–	0.83%	24
2023 Q3	$2.23M	Buy	+33,464	New	+$2.31M	0.8%	26
2023 Q1	$2.39M	Buy	+39,088	New	+$2.25M	0.92%	19
2022 Q4	–	Sell	-43,244	Closed	-$2.27M	–	718
2022 Q3	$2.27M	Buy	43,244 +352	+0.8%	+$20.7K	0.94%	18
2022 Q2	$2.35M	Buy	42,892 +2,476	+6%	+$149K	1.05%	18
2022 Q1	$2.81M	Buy	40,416 +48	+0.1%	+$3.28K	1.13%	19
2021 Q4	$3.08M	Buy	+40,368	New	+$2.99M	1.15%	19

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Householder Group Estate & Retirement Specialist's IWF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Russell 1000 Growth ETF (IWF) stake by 89% in Q4 2024, selling an estimated $2.03M and leaving 2,540 shares worth $255K. The position accounts for 0.19% of the portfolio, ranked #87.

Householder Group Estate & Retirement Specialist first reported a position in IWF in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.08M in Q4 2021. 2,304 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,540 shares of iShares Russell 1000 Growth ETF worth $255K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 20,664 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $2.03M.
iShares Russell 1000 Growth ETF made up 0.19% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #87 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's iShares Russell 1000 Growth ETF position peaked at $3.08M in Q4 2021.
2,304 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.