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ICA Group Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

ICA Group Wealth Management’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 		$4.01K Sell
44
-1,508
-97% -$129K ﹤0.01% 608
2024
Q1 		$131K Buy
1,552
+392
+34% +$31.6K 0.03% 353
2023
Q4 		$87.9K Buy
+1,160
New +$82K 0.02% 383
2023
Q3 		– Sell
-324
Closed -$22.3K – 706
2023
Q2 		$22.3K Hold
324
– – 0.01% 658
2023
Q1 		$19.8K Sell
324
-36
-10% -$2.07K ﹤0.01% 665
2022
Q4 		$19.3K Buy
+360
New +$19.8K ﹤0.01% 689

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ICA Group Wealth Management's IWF Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 97% in Q2 2024, selling an estimated $129K and leaving 44 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

ICA Group Wealth Management first reported a position in IWF in Q4 2022 and has held it in 6 quarters since. The position peaked at $131K in Q1 2024. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

  • ICA Group Wealth Management held 44 shares of iShares Russell 1000 Growth ETF worth $4.01K as of Q2 2024.
  • ICA Group Wealth Management sold 1,508 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $129K.
  • iShares Russell 1000 Growth ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #608 holding.
  • ICA Group Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's iShares Russell 1000 Growth ETF position peaked at $131K in Q1 2024.
  • 2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.