Joseph P. Lucia & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-1,000	Closed	-$55K	–	269
2022 Q2	$55K	Hold	1,000	–	–	0.04%	171
2022 Q1	$69K	Buy	+1,000	New	+$68.3K	0.04%	174
2021 Q4	–	Sell	-1,000	Closed	-$69K	–	337
2021 Q3	$69K	Hold	1,000	–	–	0.04%	197
2021 Q2	$68K	Hold	1,000	–	–	0.04%	200
2021 Q1	$61K	Hold	1,000	–	–	0.03%	195
2020 Q4	$60K	Buy	+1,000	New	+$56.9K	0.04%	175
2020 Q3	–	Sell	-1,256	Closed	-$60K	–	266
2020 Q2	$60K	Hold	1,256	–	–	0.05%	159
2020 Q1	$47K	Hold	1,256	–	–	0.05%	160
2019 Q4	$55K	Hold	1,256	–	–	0.05%	167
2019 Q3	$50K	Hold	1,256	–	–	0.05%	173
2019 Q2	$49K	Sell	1,256 -193,560	-99%	-$7.49M	0.05%	171
2019 Q1	$314	Buy	+194,816	New	+$7M	0.02%	190

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Joseph P. Lucia & Associates's IWF Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2022, closing a stake of 1,000 shares — an estimated $55K sold.

Joseph P. Lucia & Associates first reported a position in IWF in Q1 2019 and held it in 12 quarters. The position peaked at $69K in Q1 2022. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 1,000 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $55K.
Joseph P. Lucia & Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's iShares Russell 1000 Growth ETF position peaked at $69K in Q1 2022.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.