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LWS Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LWS Wealth Advisors’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
Q3 		– Sell
-3,704
Closed -$255K – 58
2023
Q2 		$255K Sell
3,704
-200
-5% -$12.7K 0.11% 53
2023
Q1 		$238K Sell
3,904
-7,324
-65% -$422K 0.1% 56
2022
Q4 		$601K Sell
11,228
-316
-3% -$17.4K 0.25% 39
2022
Q3 		$607K Sell
11,544
-1,208
-9% -$71K 0.23% 40
2022
Q2 		$697K Buy
12,752
+72
+0.6% +$4.32K 0.33% 40
2022
Q1 		$880K Buy
12,680
+8
+0.1% +$546 0.37% 32
2021
Q4 		$968K Sell
12,672
-132
-1% -$9.79K 0.4% 32
2021
Q3 		$877K Buy
12,804
+4
+0% +$283 0.38% 32
2021
Q2 		$869K Sell
12,800
-732
-5% -$47.2K 0.39% 31
2021
Q1 		$822K Sell
13,532
-1,516
-10% -$92.3K 0.37% 34
2020
Q4 		$907K Sell
15,048
-4
-0% -$228 0.41% 34
2020
Q3 		$816K Sell
15,052
-1,236
-8% -$65.1K 0.4% 32
2020
Q2 		$782K Sell
16,288
-1,252
-7% -$55.2K 0.41% 32
2020
Q1 		$661K Sell
17,540
-556
-3% -$24K 0.43% 31
2019
Q4 		$796K Buy
+18,096
New +$756K 0.41% 30

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

LWS Wealth Advisors's IWF Position: Q3 2023 in Review

LWS Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 3,704 shares — an estimated $255K sold.

LWS Wealth Advisors first reported a position in IWF in Q4 2019 and held it in 15 quarters. The position peaked at $968K in Q4 2021. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

  • LWS Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • LWS Wealth Advisors sold 3,704 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $255K.
  • LWS Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 15 quarters.
  • LWS Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $968K in Q4 2021.
  • 1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on LWS Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.