NEIRG Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

NEIRG Wealth 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 Q3	–	Sell	-13,140	Closed	-$904K	–	56
2023 Q2	$904K	Buy	13,140 +8	+0.1%	+$509	0.17%	82
2023 Q1	$802K	Buy	13,132 +16	+0.1%	+$922	0.14%	94
2022 Q4	$702K	Sell	13,116 -1,920	-13%	-$106K	0.13%	100
2022 Q3	$791K	Buy	15,036 +24	+0.2%	+$1.41K	0.16%	96
2022 Q2	$821K	Buy	15,012 +12	+0.1%	+$720	0.18%	92
2022 Q1	$1.04M	Buy	15,000 +12	+0.1%	+$819	0.2%	85
2021 Q4	$1.15M	Buy	+14,988	New	+$1.11M	0.22%	65

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NEIRG Wealth Management's IWF Position: Q3 2023 in Review

NEIRG Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 13,140 shares — an estimated $904K sold.

NEIRG Wealth Management first reported a position in IWF in Q4 2021 and held it in 7 quarters. The position peaked at $1.15M in Q4 2021. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

NEIRG Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 13,140 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $904K.
NEIRG Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's iShares Russell 1000 Growth ETF position peaked at $1.15M in Q4 2021.
1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.