Hyperion Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Hyperion Partners’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	$1.78M	Buy	18,988 +480	+3%	+$43.5K	1.14%	15
2024 Q2	$1.69M	Buy	18,508 +616	+3%	+$52.6K	1.2%	15
2024 Q1	$1.51M	Sell	17,892 -2,208	-11%	-$178K	1.1%	15
2023 Q4	$1.52M	Buy	20,100 +32	+0.2%	+$2.26K	1.21%	14
2023 Q3	$1.33M	Hold	20,068	–	–	1.15%	15
2023 Q2	$1.38M	Buy	20,068 +20	+0.1%	+$1.27K	1.16%	15
2023 Q1	$1.22M	Sell	20,048 -28	-0.1%	-$1.61K	1.1%	15
2022 Q4	$1.08M	Buy	+20,076	New	+$1.1M	1.03%	15

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hyperion Partners's IWF Position: Q3 2024 in Review

Hyperion Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 2.6% in Q3 2024, buying an estimated $43.5K and bringing the position to 18,988 shares worth $1.78M. The position accounts for 1.14% of the portfolio, ranked #15.

Hyperion Partners first reported a position in IWF in Q4 2022 and has held it in 8 quarters since. 2,075 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Hyperion Partners held 18,988 shares of iShares Russell 1000 Growth ETF worth $1.78M as of Q3 2024.
Hyperion Partners bought 480 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $43.5K.
iShares Russell 1000 Growth ETF made up 1.14% of Hyperion Partners's portfolio in Q3 2024, its #15 holding.
Hyperion Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
2,075 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.