Lumature Wealth Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Lumature Wealth Partners’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 Q1	–	Sell	-124	Closed	-$6.64K	–	409
2022 Q4	$6.64K	Hold	124	–	–	﹤0.01%	325
2022 Q3	$7K	Sell	124 -220	-64%	-$12.9K	﹤0.01%	327
2022 Q2	$19K	Hold	344	–	–	0.01%	290
2022 Q1	$24K	Hold	344	–	–	0.01%	301
2021 Q4	$26K	Sell	344 -280	-45%	-$20.8K	0.01%	278
2021 Q3	$43K	Sell	624 -200	-24%	-$14.1K	0.02%	239
2021 Q2	$56K	Buy	824 +700	+565%	+$45.1K	0.02%	225
2021 Q1	$8K	Sell	124 -212	-63%	-$12.9K	﹤0.01%	297
2020 Q4	$20K	Buy	+336	New	+$19.1K	0.02%	157

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 $424B AUM 22.96% 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

Lumature Wealth Partners's IWF Position: Q1 2023 in Review

Lumature Wealth Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 124 shares — an estimated $6.64K sold.

Lumature Wealth Partners first reported a position in IWF in Q4 2020 and held it in 9 quarters. The position peaked at $56K in Q2 2021. 1,697 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Lumature Wealth Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Lumature Wealth Partners sold 124 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $6.64K.
Lumature Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 9 quarters.
Lumature Wealth Partners's iShares Russell 1000 Growth ETF position peaked at $56K in Q2 2021.
1,697 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.