KCS Wealth Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

KCS Wealth Advisory’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
2023 Q3	–	Sell	-2,956	Closed	-$203K	–	143
2023 Q2	$203K	Buy	+2,956	New	+$188K	0.07%	150
2022 Q2	–	Sell	-3,616	Closed	-$251K	–	160
2022 Q1	$251K	Hold	3,616	–	–	0.12%	144
2021 Q4	$276K	Sell	3,616 -144	-4%	-$10.7K	0.11%	143
2021 Q3	$258K	Sell	3,760 -164	-4%	-$11.6K	0.12%	135
2021 Q2	$266K	Sell	3,924 -188	-5%	-$12.1K	0.13%	134
2021 Q1	$250K	Buy	4,112 +220	+6%	+$13.4K	0.13%	133
2020 Q4	$235K	Sell	3,892 -672	-15%	-$38.2K	0.16%	132
2020 Q3	$247K	Sell	4,564 -784	-15%	-$41.3K	0.2%	121
2020 Q2	$257K	Sell	5,348 -52	-1%	-$2.29K	0.21%	123
2020 Q1	$203K	Sell	5,400 -1,384	-20%	-$59.6K	0.21%	129
2019 Q4	$298K	Sell	6,784 -1,136	-14%	-$47.4K	0.22%	124
2019 Q3	$316K	Buy	7,920 +996	+14%	+$39.9K	0.22%	120
2019 Q2	$272K	Buy	+6,924	New	+$268K	0.21%	127

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

KCS Wealth Advisory's IWF Position: Q3 2023 in Review

KCS Wealth Advisory sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 2,956 shares — an estimated $203K sold.

KCS Wealth Advisory first reported a position in IWF in Q2 2019 and held it in 13 quarters. The position peaked at $316K in Q3 2019. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

KCS Wealth Advisory reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
KCS Wealth Advisory sold 2,956 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $203K.
KCS Wealth Advisory first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and held it in 13 quarters.
KCS Wealth Advisory's iShares Russell 1000 Growth ETF position peaked at $316K in Q3 2019.
1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.