HWG Holdings’s iShares Russell 1000 Growth ETF IWF Stock Holding History

HWG Holdings’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 Q1	–	Sell	-36	Closed	-$2K	–	122
2022 Q4	$2K	Buy	+36	New	+$1.98K	﹤0.01%	100
2022 Q1	–	Sell	-760	Closed	-$58K	–	156
2021 Q4	$58K	Buy	+760	New	+$56.3K	0.03%	72
2021 Q2	$566K	Buy	8,344 +192	+2%	+$12.4K	0.25%	54
2021 Q1	$495K	Sell	8,152 -11,568	-59%	-$704K	0.25%	41
2020 Q4	$1.19M	Sell	19,720 -1,136	-5%	-$64.7K	0.6%	38
2020 Q3	$1.13M	Sell	20,856 -2,952	-12%	-$156K	1%	25
2020 Q2	$1.14M	Buy	+23,808	New	+$1.05M	0.91%	27
2019 Q4	$9.8M	Buy	222,868 +23,436	+12%	+$978K	8.02%	2
2019 Q3	$7.96M	Sell	199,432 -45,764	-19%	-$1.83M	7.34%	2
2019 Q2	$9.64M	Buy	245,196 +1,396	+0.6%	+$54K	9.34%	2
2019 Q1	$9.22M	Buy	+243,800	New	+$8.76M	9.21%	2
2018 Q4	–	Sell	-109,828	Closed	-$4.28M	–	96
2018 Q3	$4.28M	Sell	109,828 -204,324	-65%	-$7.74M	2.9%	14
2018 Q2	$11.3M	Sell	314,152 -106,284	-25%	-$3.75M	9.36%	2
2018 Q1	$14.3M	Buy	420,436 +65,888	+19%	+$2.31M	13.27%	2
2017 Q4	$11.9M	Sell	354,548 -95,856	-21%	-$3.14M	10.1%	2
2017 Q3	$14.1M	Buy	450,404 +444,724	+7,830%	+$13.6M	11.07%	1
2017 Q2	$169K	Sell	5,680 -319,356	-98%	-$9.37M	0.12%	33
2017 Q1	$9.25M	Buy	+325,036	New	+$9.01M	11.67%	2

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

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

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

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

HWG Holdings's IWF Position: Q1 2023 in Review

HWG Holdings sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 36 shares — an estimated $2K sold.

HWG Holdings first reported a position in IWF in Q1 2017 and held it in 18 quarters. The position peaked at $14.3M in Q1 2018. 1,697 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

HWG Holdings reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
HWG Holdings sold 36 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $2K.
HWG Holdings first reported a position in iShares Russell 1000 Growth ETF in Q1 2017 and held it in 18 quarters.
HWG Holdings's iShares Russell 1000 Growth ETF position peaked at $14.3M in Q1 2018.
1,697 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on HWG Holdings's 13F filing for Q1 2023, filed 16 May 2023.