Karn Couzens & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Karn Couzens & 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 Q1	$2.01M	Sell	28,932 -268	-0.9%	-$18.3K	1.28%	16
2021 Q4	$2.23M	Sell	29,200 -168	-0.6%	-$12.5K	1.53%	14
2021 Q3	$2.01M	Hold	29,368	–	–	1.53%	14
2021 Q2	$1.99M	Sell	29,368 -176	-0.6%	-$11.3K	1.55%	14
2021 Q1	$1.79M	Hold	29,544	–	–	1.61%	14
2020 Q4	$1.78M	Buy	+29,544	New	+$1.68M	1.69%	14

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

Karn Couzens & Associates's IWF Position: Q1 2022 in Review

Karn Couzens & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.92% in Q1 2022, selling an estimated $18.3K and leaving 28,932 shares worth $2.01M. The position accounts for 1.28% of the portfolio, ranked #16.

Karn Couzens & Associates first reported a position in IWF in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.23M in Q4 2021. 1,660 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Karn Couzens & Associates held 28,932 shares of iShares Russell 1000 Growth ETF worth $2.01M as of Q1 2022.
Karn Couzens & Associates sold 268 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $18.3K.
iShares Russell 1000 Growth ETF made up 1.28% of Karn Couzens & Associates's portfolio in Q1 2022, its #16 holding.
Karn Couzens & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 6 quarters since.
Karn Couzens & Associates's iShares Russell 1000 Growth ETF position peaked at $2.23M in Q4 2021.
1,660 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.