Kowal Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Kowal Investment Group’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	$526K	Buy	+5,608	New	+$508K	0.1%	111
2024 Q1	–	Sell	-14,092	Closed	-$1.07M	–	183
2023 Q4	$1.07M	Buy	+14,092	New	+$997K	0.25%	55
2023 Q1	–	Sell	-30,232	Closed	-$1.62M	–	165
2022 Q4	$1.62M	Buy	+30,232	New	+$1.66M	0.48%	29
2022 Q2	–	Sell	-3,044	Closed	-$211K	–	144
2022 Q1	$211K	Buy	3,044 +4	+0.1%	+$273	0.06%	121
2021 Q4	$232K	Buy	3,040 +4	+0.1%	+$297	0.07%	101
2021 Q3	$208K	Buy	3,036 +4	+0.1%	+$283	0.07%	93
2021 Q2	$206K	Buy	+3,032	New	+$195K	0.07%	99

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kowal Investment Group's IWF Position: Q3 2024 in Review

Kowal Investment Group opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2024: 5,608 shares worth $526K. The stake represents 0.1% of the portfolio and ranks #111 among its holdings. This is a return to the name: Kowal Investment Group previously reported a position in IWF as recently as Q4 2023.

Kowal Investment Group first reported a position in IWF in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2022. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Kowal Investment Group held 5,608 shares of iShares Russell 1000 Growth ETF worth $526K as of Q3 2024.
iShares Russell 1000 Growth ETF was a new Kowal Investment Group position in Q3 2024.
iShares Russell 1000 Growth ETF made up 0.1% of Kowal Investment Group's portfolio in Q3 2024, its #111 holding.
Kowal Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and has held it in 7 quarters since.
Kowal Investment Group's iShares Russell 1000 Growth ETF position peaked at $1.62M in Q4 2022.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.