Norway Savings Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Norway Savings Bank’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 Q1	–	Sell	-940	Closed	-$50.3K	–	212
2022 Q4	$50.3K	Hold	940	–	–	0.03%	184
2022 Q3	$50K	Sell	940 -320	-25%	-$18.8K	0.03%	188
2022 Q2	$69K	Hold	1,260	–	–	0.04%	182
2022 Q1	$88K	Sell	1,260 -220	-15%	-$15K	0.04%	175
2021 Q4	$114K	Hold	1,480	–	–	0.05%	165
2021 Q3	$101K	Sell	1,480 -100	-6%	-$7.07K	0.05%	170
2021 Q2	$107K	Hold	1,580	–	–	0.05%	170
2021 Q1	$96K	Sell	1,580 -100	-6%	-$6.09K	0.05%	170
2020 Q4	$101K	Hold	1,680	–	–	0.06%	156
2020 Q3	$91K	Sell	1,680 -44	-3%	-$2.32K	0.06%	145
2020 Q2	$83K	Buy	1,724 +1,324	+331%	+$58.4K	0.06%	142
2020 Q1	$15K	Hold	400	–	–	0.01%	209
2019 Q4	$18K	Hold	400	–	–	0.01%	211
2019 Q3	$16K	Sell	400 -400	-50%	-$16K	0.01%	198
2019 Q2	$31K	Hold	800	–	–	0.03%	181
2019 Q1	$30K	Hold	800	–	–	0.03%	177
2018 Q4	$26K	Hold	800	–	–	0.03%	185
2018 Q3	$31K	Hold	800	–	–	0.03%	176
2018 Q2	$29K	Hold	800	–	–	0.03%	180
2018 Q1	$27K	Hold	800	–	–	0.03%	186
2017 Q4	$27K	Hold	800	–	–	0.03%	198
2017 Q3	$25K	Hold	800	–	–	0.02%	198
2017 Q2	$24K	Hold	800	–	–	0.02%	200
2017 Q1	$23K	Sell	800 -400	-33%	-$11.1K	0.02%	185
2016 Q4	$31K	Buy	+1,200	New	+$31.1K	0.03%	171

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 22.9% 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

Norway Savings Bank's IWF Position: Q1 2023 in Review

Norway Savings Bank sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 940 shares — an estimated $50.3K sold.

Norway Savings Bank first reported a position in IWF in Q4 2016 and held it in 25 quarters. The position peaked at $114K in Q4 2021. 1,697 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Norway Savings Bank reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Norway Savings Bank sold 940 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $50.3K.
Norway Savings Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and held it in 25 quarters.
Norway Savings Bank's iShares Russell 1000 Growth ETF position peaked at $114K in Q4 2021.
1,697 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Norway Savings Bank's 13F filing for Q1 2023, filed 11 Apr 2023.