KC
IWF icon

Kingfisher Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kingfisher Capital’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
Q3 		$385K Buy
4,100
+4
+0.1% +$363 0.09% 139
2024
Q2 		$373K Buy
4,096
+4
+0.1% +$342 0.09% 135
2024
Q1 		$345K Buy
4,092
+8
+0.2% +$645 0.08% 132
2023
Q4 		$310K Buy
4,084
+12
+0.3% +$849 0.08% 137
2023
Q3 		$271K Hold
4,072
– – 0.07% 139
2023
Q2 		$280K Buy
4,072
+8
+0.2% +$509 0.07% 142
2023
Q1 		$248K Buy
4,064
+8
+0.2% +$461 0.07% 149
2022
Q4 		$217K Buy
4,056
+20
+0.5% +$1.1K 0.06% 155
2022
Q3 		$212K Hold
4,036
– – 0.06% 164
2022
Q2 		$221K Sell
4,036
-156
-4% -$9.37K 0.06% 154
2022
Q1 		$291K Buy
4,192
+168
+4% +$11.5K 0.08% 157
2021
Q4 		$307K Buy
4,024
+12
+0.3% +$890 0.07% 160
2021
Q3 		$274K Hold
4,012
– – 0.07% 159
2021
Q2 		$272K Sell
4,012
-16
-0.4% -$1.03K 0.07% 163
2021
Q1 		$245K Hold
4,028
– – 0.07% 169
2020
Q4 		$243K Sell
4,028
-664
-14% -$37.8K 0.07% 158
2020
Q3 		$254K Buy
4,692
+8
+0.2% +$421 0.09% 141
2020
Q2 		$225K Buy
+4,684
New +$206K 0.1% 131
2020
Q1 		– Sell
-4,660
Closed -$205K – 156
2019
Q4 		$205K Buy
+4,660
New +$195K 0.1% 149
2019
Q1 		– Sell
-13,648
Closed -$447K – 131
2018
Q4 		$447K Buy
13,648
+80
+0.6% +$2.82K 0.32% 89
2018
Q3 		$529K Buy
+13,568
New +$514K 0.28% 89

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kingfisher Capital's IWF Position: Q3 2024 in Review

Kingfisher Capital increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.1% in Q3 2024, buying an estimated $363 and bringing the position to 4,100 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #139.

Kingfisher Capital first reported a position in IWF in Q3 2018 and has held it in 21 quarters since. The position peaked at $529K in Q3 2018. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • Kingfisher Capital held 4,100 shares of iShares Russell 1000 Growth ETF worth $385K as of Q3 2024.
  • Kingfisher Capital bought 4 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $363.
  • iShares Russell 1000 Growth ETF made up 0.09% of Kingfisher Capital's portfolio in Q3 2024, its #139 holding.
  • Kingfisher Capital first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and has held it in 21 quarters since.
  • Kingfisher Capital's iShares Russell 1000 Growth ETF position peaked at $529K in Q3 2018.
  • 2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.