Oliver Lagore Vanvalin Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	-332	Closed	-$28K	–	775
2024 Q1	$28K	Buy	+332	New	+$26.7K	0.01%	304
2023 Q2	–	Sell	-400	Closed	-$24.4K	–	813
2023 Q1	$24.4K	Hold	400	–	–	0.01%	270
2022 Q4	$21.4K	Sell	400 -272	-40%	-$15K	0.01%	265
2022 Q3	$35K	Hold	672	–	–	0.02%	195
2022 Q2	$37K	Sell	672 -60	-8%	-$3.6K	0.02%	202
2022 Q1	$51K	Buy	+732	New	+$50K	0.03%	171

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

Oliver Lagore Vanvalin Investment Group's IWF Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 332 shares — an estimated $28K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IWF in Q1 2022 and held it in 6 quarters. The position peaked at $51K in Q1 2022. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 332 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $28K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and held it in 6 quarters.
Oliver Lagore Vanvalin Investment Group's iShares Russell 1000 Growth ETF position peaked at $51K in Q1 2022.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.