McMillion Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

McMillion Capital Management’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	$32.5K	Buy	+472	New	+$30K	0.03%	112
2022 Q4	–	Sell	-540	Closed	-$28K	–	132
2022 Q3	$28K	Hold	540	–	–	0.03%	116
2022 Q2	$30K	Buy	+540	New	+$32.4K	0.03%	122
2021 Q1	–	Sell	-540	Closed	-$33K	–	183
2020 Q4	$33K	Buy	+540	New	+$30.7K	0.02%	138
2020 Q2	–	Sell	-540	Closed	-$20K	–	172
2020 Q1	$20K	Hold	540	–	–	0.01%	133
2019 Q4	$24K	Hold	540	–	–	0.01%	149
2019 Q3	$22K	Hold	540	–	–	0.01%	149
2019 Q2	$21K	Buy	+540	New	+$20.9K	0.01%	154

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 $374B AUM 17.66% 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

McMillion Capital Management's IWF Position: Q2 2023 in Review

McMillion Capital Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2023: 472 shares worth $32.5K. The stake represents 0.03% of the portfolio and ranks #112 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in IWF as recently as Q3 2022.

McMillion Capital Management first reported a position in IWF in Q2 2019 and has held it in 8 quarters since. The position peaked at $33K in Q4 2020. 1,771 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

McMillion Capital Management held 472 shares of iShares Russell 1000 Growth ETF worth $32.5K as of Q2 2023.
iShares Russell 1000 Growth ETF was a new McMillion Capital Management position in Q2 2023.
iShares Russell 1000 Growth ETF made up 0.03% of McMillion Capital Management's portfolio in Q2 2023, its #112 holding.
McMillion Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 8 quarters since.
McMillion Capital Management's iShares Russell 1000 Growth ETF position peaked at $33K in Q4 2020.
1,771 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.