Institutional & Family Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Institutional & Family Asset 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	$356K	Sell	3,908 -688	-15%	-$58.7K	0.05%	125
2024 Q1	$387K	Sell	4,596 -284	-6%	-$22.9K	0.06%	120
2023 Q4	$370K	Sell	4,880 -432	-8%	-$30.5K	0.06%	124
2023 Q3	$353K	Hold	5,312	–	–	0.06%	118
2023 Q2	$365K	Buy	5,312 +2,432	+84%	+$155K	0.06%	120
2023 Q1	$176K	Buy	2,880 +2,628	+1,043%	+$151K	0.03%	147
2022 Q4	$13.5K	Hold	252	–	–	﹤0.01%	347
2022 Q3	$13K	Hold	252	–	–	﹤0.01%	355
2022 Q2	$14K	Hold	252	–	–	﹤0.01%	351
2022 Q1	$17K	Hold	252	–	–	﹤0.01%	376
2021 Q4	$19K	Sell	252 -3,200	-93%	-$237K	﹤0.01%	375
2021 Q3	$236K	Buy	3,452 +3,232	+1,469%	+$229K	0.04%	163
2021 Q2	$15K	Hold	220	–	–	﹤0.01%	524
2021 Q1	$13K	Sell	220 -364	-62%	-$22.2K	﹤0.01%	537
2020 Q4	$35K	Hold	584	–	–	0.01%	372
2020 Q3	$32K	Hold	584	–	–	0.01%	337
2020 Q2	$28K	Hold	584	–	–	0.01%	363
2020 Q1	$22K	Sell	584 -12,424	-96%	-$535K	0.01%	360
2019 Q4	$572K	Sell	13,008 -3,488	-21%	-$146K	0.12%	112
2019 Q3	$658K	Sell	16,496 -6,380	-28%	-$256K	0.14%	101
2019 Q2	$900K	Buy	22,876 +12	+0.1%	+$464	0.19%	90
2019 Q1	$865K	Sell	22,864 -2,700	-11%	-$97K	0.18%	91
2018 Q4	$837K	Buy	25,564 +11,656	+84%	+$411K	0.19%	89
2018 Q3	$542K	Buy	13,908 +5,512	+66%	+$209K	0.11%	112
2018 Q2	$302K	Sell	8,396 -176	-2%	-$6.21K	0.06%	154
2018 Q1	$292K	Sell	8,572 -688	-7%	-$24.1K	0.06%	147
2017 Q4	$312K	Hold	9,260	–	–	0.06%	133
2017 Q3	$290K	Buy	+9,260	New	+$283K	0.06%	150
2017 Q1	–	Sell	-8,596	Closed	-$225K	–	129
2016 Q4	$225K	Buy	+8,596	New	+$223K	0.07%	117

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

Institutional & Family Asset Management's IWF Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q2 2024, selling an estimated $58.7K and leaving 3,908 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #125.

Institutional & Family Asset Management first reported a position in IWF in Q4 2016 and has held it in 29 quarters since. The position peaked at $900K in Q2 2019. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Institutional & Family Asset Management held 3,908 shares of iShares Russell 1000 Growth ETF worth $356K as of Q2 2024.
Institutional & Family Asset Management sold 688 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $58.7K.
iShares Russell 1000 Growth ETF made up 0.05% of Institutional & Family Asset Management's portfolio in Q2 2024, its #125 holding.
Institutional & Family Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 29 quarters since.
Institutional & Family Asset Management's iShares Russell 1000 Growth ETF position peaked at $900K in Q2 2019.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.