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Kenfarb & Co’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kenfarb & Co’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 		$96K Hold
1,444
– – 0.09% 125
2023
Q2 		$99.3K Hold
1,444
– – 0.09% 126
2023
Q1 		$88.2K Hold
1,444
– – 0.08% 125
2022
Q4 		$77.3K Hold
1,444
– – 0.07% 132
2022
Q3 		$76K Buy
+1,444
New +$84.9K 0.07% 125

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kenfarb & Co's IWF Position: Q3 2023 in Review

Kenfarb & Co held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2023 at 1,444 shares worth $96K. The position accounts for 0.09% of the portfolio, ranked #125.

Kenfarb & Co first reported a position in IWF in Q3 2022 and has held it in 5 quarters since. The position peaked at $99.3K in Q2 2023. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

  • Kenfarb & Co held 1,444 shares of iShares Russell 1000 Growth ETF worth $96K as of Q3 2023.
  • Kenfarb & Co left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2023.
  • iShares Russell 1000 Growth ETF made up 0.09% of Kenfarb & Co's portfolio in Q3 2023, its #125 holding.
  • Kenfarb & Co first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 5 quarters since.
  • Kenfarb & Co's iShares Russell 1000 Growth ETF position peaked at $99.3K in Q2 2023.
  • 1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.