New Potomac Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

New Potomac Partners’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 Q3	$815K	Hold	8,680	–	–	0.42%	58
2024 Q2	$791K	Hold	8,680	–	–	0.43%	58
2024 Q1	$731K	Hold	8,680	–	–	0.41%	58
2023 Q4	$658K	Hold	8,680	–	–	0.39%	59
2023 Q3	$577K	Hold	8,680	–	–	0.4%	59
2023 Q2	$597K	Hold	8,680	–	–	0.39%	58
2023 Q1	$530K	Sell	8,680 -1,200	-12%	-$69.1K	0.37%	56
2022 Q4	$529K	Sell	9,880 -400	-4%	-$22K	0.39%	58
2022 Q3	$541K	Hold	10,280	–	–	0.46%	52
2022 Q2	$562K	Hold	10,280	–	–	0.45%	51
2022 Q1	$714K	Hold	10,280	–	–	0.5%	48
2021 Q4	$785K	Hold	10,280	–	–	0.51%	47
2021 Q3	$704K	Hold	10,280	–	–	0.49%	47
2021 Q2	$698K	Hold	10,280	–	–	0.47%	48
2021 Q1	$625K	Hold	10,280	–	–	0.46%	51
2020 Q4	$620K	Hold	10,280	–	–	0.45%	53
2020 Q3	$557K	Buy	10,280 +5,880	+134%	+$310K	0.44%	51
2020 Q2	$211K	Sell	4,400 -400	-8%	-$17.6K	0.19%	59
2020 Q1	$181K	Hold	4,800	–	–	0.2%	59
2019 Q4	$211K	Hold	4,800	–	–	0.2%	63
2019 Q3	$192K	Hold	4,800	–	–	0.19%	62
2019 Q2	$189K	Hold	4,800	–	–	0.19%	62
2019 Q1	$182K	Sell	4,800 -280	-6%	-$10.1K	0.18%	64
2018 Q4	$166K	Hold	5,080	–	–	0.18%	63
2018 Q3	$198K	Hold	5,080	–	–	0.18%	59
2018 Q2	$183K	Hold	5,080	–	–	0.18%	61
2018 Q1	$173K	Hold	5,080	–	–	0.17%	63
2017 Q4	$171K	Buy	+5,080	New	+$166K	0.16%	67

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

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

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

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

New Potomac Partners's IWF Position: Q3 2024 in Review

New Potomac Partners held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2024 at 8,680 shares worth $815K. The position accounts for 0.42% of the portfolio, ranked #58.

New Potomac Partners first reported a position in IWF in Q4 2017 and has held it in 28 quarters since. 2,075 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

New Potomac Partners held 8,680 shares of iShares Russell 1000 Growth ETF worth $815K as of Q3 2024.
New Potomac Partners left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2024.
iShares Russell 1000 Growth ETF made up 0.42% of New Potomac Partners's portfolio in Q3 2024, its #58 holding.
New Potomac Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 28 quarters since.
2,075 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.