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

Janiczek 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	$24.1K	Hold	264	–	–	0.01%	528
2024 Q1	$22.2K	Hold	264	–	–	﹤0.01%	552
2023 Q4	$20K	Hold	264	–	–	﹤0.01%	545
2023 Q3	$17.6K	Sell	264 -328	-55%	-$22.6K	﹤0.01%	536
2023 Q2	$40.7K	Hold	592	–	–	0.01%	344
2023 Q1	$36.1K	Hold	592	–	–	0.01%	353
2022 Q4	$32.9K	Sell	592 -216	-27%	-$11.9K	0.01%	375
2022 Q3	$43K	Hold	808	–	–	0.01%	326
2022 Q2	$50K	Hold	808	–	–	0.01%	308
2022 Q1	$56K	Buy	808 +64	+9%	+$4.37K	0.02%	286
2021 Q4	$57K	Hold	744	–	–	0.02%	287
2021 Q3	$51K	Buy	744 +416	+127%	+$29.4K	0.02%	280
2021 Q2	$22K	Buy	+328	New	+$21.1K	0.01%	407

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

Janiczek Wealth Management's IWF Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2024 at 264 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #528.

Janiczek Wealth Management first reported a position in IWF in Q2 2021 and has held it in 13 quarters since. The position peaked at $57K in Q4 2021. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Janiczek Wealth Management held 264 shares of iShares Russell 1000 Growth ETF worth $24.1K as of Q2 2024.
Janiczek Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2024.
iShares Russell 1000 Growth ETF made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #528 holding.
Janiczek Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 13 quarters since.
Janiczek Wealth Management's iShares Russell 1000 Growth ETF position peaked at $57K in Q4 2021.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.