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Laurel Wealth Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Laurel Wealth Planning’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 		– Sell
-920
Closed -$48K – 218
2022
Q3 		$48K Hold
920
– – 0.04% 104
2022
Q2 		$50K Buy
+920
New +$55.2K 0.04% 108
2021
Q4 		– Sell
-472
Closed -$32K – 211
2021
Q3 		$32K Buy
+472
New +$33.4K 0.03% 96

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 Planning's IWF Position: Q4 2022 in Review

Laurel Wealth Planning sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2022, closing a stake of 920 shares — an estimated $48K sold.

Laurel Wealth Planning first reported a position in IWF in Q3 2021 and held it in 3 quarters. The position peaked at $50K in Q2 2022. 1,689 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • Laurel Wealth Planning reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 920 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $48K.
  • Laurel Wealth Planning first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and held it in 3 quarters.
  • Laurel Wealth Planning's iShares Russell 1000 Growth ETF position peaked at $50K in Q2 2022.
  • 1,689 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Laurel Wealth Planning's 13F filing for Q4 2022, filed 2 Feb 2023.