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

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kolinsky Wealth Management's IWF Position: Q4 2024 in Review

Kolinsky Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q4 2024, buying an estimated $62.9K and bringing the position to 4,772 shares worth $479K. The position accounts for 0.29% of the portfolio, ranked #70.

Kolinsky Wealth Management first reported a position in IWF in Q4 2021 and has held it in 13 quarters since. 2,307 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Kolinsky Wealth Management held 4,772 shares of iShares Russell 1000 Growth ETF worth $479K as of Q4 2024.
Kolinsky Wealth Management bought 640 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $62.9K.
iShares Russell 1000 Growth ETF made up 0.29% of Kolinsky Wealth Management's portfolio in Q4 2024, its #70 holding.
Kolinsky Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 13 quarters since.
2,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.