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Laurel Wealth Advisors (California)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.1M Sell
20,492
-320
-2% -$17.6K 0.11% 199
2022
Q3 		$1.09M Sell
20,812
-216
-1% -$12.7K 0.12% 194
2022
Q2 		$1.15M Sell
21,028
-6,124
-23% -$368K 0.12% 193
2022
Q1 		$1.88M Sell
27,152
-12,268
-31% -$837K 0.16% 141
2021
Q4 		$3.01M Buy
39,420
+728
+2% +$54K 0.23% 100
2021
Q3 		$2.65M Buy
38,692
+156
+0.4% +$11K 0.49% 38
2021
Q2 		$2.62M Sell
38,536
-672
-2% -$43.3K 0.34% 69
2021
Q1 		$2.38M Buy
39,208
+3,120
+9% +$190K 0.36% 62
2020
Q4 		$2.17M Sell
36,088
-5,892
-14% -$335K 0.32% 71
2020
Q3 		$2.28M Sell
41,980
-232
-0.5% -$12.2K 0.38% 60
2020
Q2 		$2.03M Buy
42,212
+1,024
+2% +$45.1K 0.37% 70
2020
Q1 		$1.55M Buy
41,188
+152
+0.4% +$6.55K 0.36% 69
2019
Q4 		$1.8M Sell
41,036
-1,692
-4% -$70.6K 0.3% 86
2019
Q3 		$1.71M Buy
42,728
+6,896
+19% +$276K 0.29% 84
2019
Q2 		$1.41M Buy
35,832
+23,348
+187% +$904K 0.31% 85
2019
Q1 		$472K Buy
12,484
+3,428
+38% +$123K 0.12% 200
2018
Q4 		$296K Hold
9,056
– – 0.09% 253
2018
Q3 		$353K Hold
9,056
– – 0.09% 245
2018
Q2 		$325K Buy
+9,056
New +$320K 0.09% 244

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IWF Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.5% in Q4 2022, selling an estimated $17.6K and leaving 20,492 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #199.

Laurel Wealth Advisors (California) first reported a position in IWF in Q2 2018 and has held it in 19 quarters since. The position peaked at $3.01M in Q4 2021. 1,689 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • Laurel Wealth Advisors (California) held 20,492 shares of iShares Russell 1000 Growth ETF worth $1.1M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 320 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $17.6K.
  • iShares Russell 1000 Growth ETF made up 0.11% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #199 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and has held it in 19 quarters since.
  • Laurel Wealth Advisors (California)'s iShares Russell 1000 Growth ETF position peaked at $3.01M in Q4 2021.
  • 1,689 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.