M1FG
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Mach-1 Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mach-1 Financial Group’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
-488
Closed -$25K – 306
2022
Q3 		$25K Hold
488
– – 0.03% 151
2022
Q2 		$26K Buy
+488
New +$29.3K 0.02% 160

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

Mach-1 Financial Group's IWF Position: Q4 2022 in Review

Mach-1 Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2022, closing a stake of 488 shares — an estimated $25K sold.

Mach-1 Financial Group first reported a position in IWF in Q2 2022 and held it in 2 quarters. The position peaked at $26K in Q2 2022. 1,689 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • Mach-1 Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 488 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $25K.
  • Mach-1 Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and held it in 2 quarters.
  • Mach-1 Financial Group's iShares Russell 1000 Growth ETF position peaked at $26K in Q2 2022.
  • 1,689 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.