Palladiem’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Palladiem’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	$376K	Sell	5,648 -1,080	-16%	-$74.6K	0.41%	33
2023 Q2	$463K	Sell	6,728 -1,760	-21%	-$112K	0.48%	31
2023 Q1	$518K	Sell	8,488 -3,720	-30%	-$214K	0.55%	27
2022 Q4	$654K	Hold	12,208	–	–	0.68%	26
2022 Q3	$642K	Hold	12,208	–	–	0.67%	26
2022 Q2	$667K	Hold	12,208	–	–	0.66%	25
2022 Q1	$847K	Hold	12,208	–	–	0.75%	24
2021 Q4	$933K	Hold	12,208	–	–	0.75%	24
2021 Q3	$836K	Hold	12,208	–	–	0.68%	23
2021 Q2	$829K	Buy	12,208 +1,260	+12%	+$81.2K	0.67%	29
2021 Q1	$665K	Sell	10,948 -2,312	-17%	-$141K	0.58%	26
2020 Q4	$799K	Buy	+13,260	New	+$755K	0.75%	26

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

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

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

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

Palladiem's IWF Position: Q3 2023 in Review

Palladiem reduced its iShares Russell 1000 Growth ETF (IWF) stake by 16% in Q3 2023, selling an estimated $74.6K and leaving 5,648 shares worth $376K. The position accounts for 0.41% of the portfolio, ranked #33.

Palladiem first reported a position in IWF in Q4 2020 and has held it in 12 quarters since. The position peaked at $933K in Q4 2021. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Palladiem held 5,648 shares of iShares Russell 1000 Growth ETF worth $376K as of Q3 2023.
Palladiem sold 1,080 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $74.6K.
iShares Russell 1000 Growth ETF made up 0.41% of Palladiem's portfolio in Q3 2023, its #33 holding.
Palladiem first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 12 quarters since.
Palladiem's iShares Russell 1000 Growth ETF position peaked at $933K in Q4 2021.
1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Palladiem's 13F filing for Q3 2023, filed 8 Dec 2023.