Interactive Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Interactive Financial Advisors’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
2022 Q4	–	Sell	-1,564	Closed	-$82K	–	168
2022 Q3	$82K	Buy	+1,564	New	+$92K	0.05%	113
2021 Q4	–	Sell	-1,196	Closed	-$82K	–	173
2021 Q3	$82K	Sell	1,196 -5,740	-83%	-$406K	0.04%	104
2021 Q2	$204K	Buy	+6,936	New	+$447K	0.08%	85
2015 Q2	–	Sell	-1,540	Closed	-$38K	–	107
2015 Q1	$38K	Buy	+1,540	New	+$37.6K	0.02%	77

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

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

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

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

Interactive Financial Advisors's IWF Position: Q4 2022 in Review

Interactive Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2022, closing a stake of 1,564 shares — an estimated $82K sold.

Interactive Financial Advisors first reported a position in IWF in Q1 2015 and held it in 4 quarters. The position peaked at $204K in Q2 2021. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

Interactive Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Interactive Financial Advisors sold 1,564 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $82K.
Interactive Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2015 and held it in 4 quarters.
Interactive Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $204K in Q2 2021.
1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Interactive Financial Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.