Mine & Arao Wealth Creation & Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-156	Closed	-$13.1K	–	221
2024 Q1	$13.1K	Buy	156 +48	+44%	+$3.87K	0.01%	199
2023 Q4	$8.19K	Hold	108	–	–	﹤0.01%	232
2023 Q3	$7.18K	Hold	108	–	–	﹤0.01%	233
2023 Q2	$7.43K	Hold	108	–	–	﹤0.01%	240
2023 Q1	$6.6K	Hold	108	–	–	﹤0.01%	247
2022 Q4	$5.78K	Hold	108	–	–	﹤0.01%	252
2022 Q3	$6K	Buy	+108	New	+$6.35K	﹤0.01%	257

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management's IWF Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 156 shares — an estimated $13.1K sold.

Mine & Arao Wealth Creation & Management first reported a position in IWF in Q3 2022 and held it in 7 quarters. The position peaked at $13.1K in Q1 2024. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 156 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $13.1K.
Mine & Arao Wealth Creation & Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and held it in 7 quarters.
Mine & Arao Wealth Creation & Management's iShares Russell 1000 Growth ETF position peaked at $13.1K in Q1 2024.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.