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Leo Brokerage’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Leo Brokerage’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
2023
Q2 		$2.63M Sell
38,224
-3,396
-8% -$216K 0.3% 49
2023
Q1 		$2.54M Buy
+41,620
New +$2.4M 0.38% 49
2022
Q2 		– Sell
-31,236
Closed -$2.17M – 216
2022
Q1 		$2.17M Buy
+31,236
New +$2.13M 0.35% 54

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Leo Brokerage's IWF Position: Q2 2023 in Review

Leo Brokerage reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.2% in Q2 2023, selling an estimated $216K and leaving 38,224 shares worth $2.63M. The position accounts for 0.3% of the portfolio, ranked #49.

Leo Brokerage first reported a position in IWF in Q1 2022 and has held it in 3 quarters since. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

  • Leo Brokerage held 38,224 shares of iShares Russell 1000 Growth ETF worth $2.63M as of Q2 2023.
  • Leo Brokerage sold 3,396 iShares Russell 1000 Growth ETF shares in Q2 2023, an estimated $216K.
  • iShares Russell 1000 Growth ETF made up 0.3% of Leo Brokerage's portfolio in Q2 2023, its #49 holding.
  • Leo Brokerage first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • 1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.