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Maxwell Wealth Strategies’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$1.82M Sell
18,172
-388
-2% -$38.2K 0.74% 40
2024
Q3 		$1.77M Sell
18,560
-20
-0.1% -$1.81K 0.75% 47
2024
Q2 		$1.69M Buy
18,580
+44
+0.2% +$3.76K 0.83% 42
2024
Q1 		$1.58M Buy
18,536
+72
+0.4% +$5.8K 0.8% 44
2023
Q4 		$1.4M Buy
+18,464
New +$1.31M 0.91% 39

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maxwell Wealth Strategies's IWF Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its iShares Russell 1000 Growth ETF (IWF) stake by 2.1% in Q4 2024, selling an estimated $38.2K and leaving 18,172 shares worth $1.82M. The position accounts for 0.74% of the portfolio, ranked #40.

Maxwell Wealth Strategies first reported a position in IWF in Q4 2023 and has held it in 5 quarters since. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

  • Maxwell Wealth Strategies held 18,172 shares of iShares Russell 1000 Growth ETF worth $1.82M as of Q4 2024.
  • Maxwell Wealth Strategies sold 388 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $38.2K.
  • iShares Russell 1000 Growth ETF made up 0.74% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #40 holding.
  • Maxwell Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.