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KWM
Kolinsky Wealth Management’s
iShares Russell 1000 Growth ETF
IWF
Stock Holding History
Kolinsky Wealth Management’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
Q4
$479K
Buy
4,772
+640
+15%
+$62.9K
0.29%
70
2024
Q3
$388K
Sell
4,132
-776
-16%
-$70.4K
0.25%
90
2024
Q2
$447K
Buy
4,908
+820
+20%
+$70K
0.32%
66
2024
Q1
$345K
Hold
4,088
–
–
0.26%
91
2023
Q4
$310K
Hold
4,088
–
–
0.27%
91
2023
Q3
$272K
Hold
4,088
–
–
0.27%
90
2023
Q2
$277K
Hold
4,088
–
–
0.26%
93
2023
Q1
$250K
Hold
4,088
–
–
0.27%
99
2022
Q4
$219K
Buy
4,088
+4
+0.1%
+$220
0.25%
113
2022
Q3
$215K
Hold
4,084
–
–
0.27%
106
2022
Q2
$223K
Hold
4,084
–
–
0.26%
106
2022
Q1
$284K
Hold
4,084
–
–
0.28%
89
2021
Q4
$312K
Buy
+4,084
New
+$303K
0.29%
93
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$1.37T AUM
24.88%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
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$1.6B AUM
20.7%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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