Kore Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kore Private Wealth’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
2022 Q3	$476K	Sell	9,040 -1,120	-11%	-$65.9K	0.09%	139
2022 Q2	$556K	Sell	10,160 -7,636	-43%	-$458K	0.09%	151
2022 Q1	$1.24M	Buy	17,796 +12,752	+253%	+$871K	0.16%	100
2021 Q4	$385K	Sell	5,044 -92	-2%	-$6.82K	0.05%	203
2021 Q3	$352K	Sell	5,136 -28	-0.5%	-$1.98K	0.04%	297
2021 Q2	$350K	Buy	5,164 +172	+3%	+$11.1K	0.04%	285
2021 Q1	$303K	Buy	4,992 +4	+0.1%	+$243	0.04%	271
2020 Q4	$301K	Hold	4,988	–	–	0.05%	235
2020 Q3	$271K	Hold	4,988	–	–	0.05%	207
2020 Q2	$239K	Sell	4,988 -968	-16%	-$42.7K	0.05%	206
2020 Q1	$224K	Buy	5,956 +320	+6%	+$13.8K	0.05%	198
2019 Q4	$248K	Buy	5,636 +380	+7%	+$15.9K	0.05%	217
2019 Q3	$207K	Sell	5,256 -2,124	-29%	-$85.2K	0.05%	209
2019 Q2	$290K	Buy	7,380 +1,664	+29%	+$64.4K	0.07%	175
2019 Q1	$216K	Buy	5,716 +340	+6%	+$12.2K	0.05%	195
2018 Q4	$176K	Buy	+5,376	New	+$190K	0.05%	213

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

Kore Private Wealth's IWF Position: Q3 2022 in Review

Kore Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 11% in Q3 2022, selling an estimated $65.9K and leaving 9,040 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #139.

Kore Private Wealth first reported a position in IWF in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.24M in Q1 2022. 1,575 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Kore Private Wealth held 9,040 shares of iShares Russell 1000 Growth ETF worth $476K as of Q3 2022.
Kore Private Wealth sold 1,120 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $65.9K.
iShares Russell 1000 Growth ETF made up 0.09% of Kore Private Wealth's portfolio in Q3 2022, its #139 holding.
Kore Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's iShares Russell 1000 Growth ETF position peaked at $1.24M in Q1 2022.
1,575 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.