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Peloton Wealth Strategists’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Peloton Wealth Strategists’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
Q1 		– Sell
-3,172
Closed -$240K – 92
2023
Q4 		$240K Sell
3,172
-21,024
-87% -$1.49M 0.1% 92
2023
Q3 		$1.61M Sell
24,196
-212
-0.9% -$14.6K 0.74% 50
2023
Q2 		$1.68M Sell
24,408
-1,196
-5% -$76.1K 0.74% 51
2023
Q1 		$1.56M Buy
+25,604
New +$1.48M 0.71% 51

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peloton Wealth Strategists's IWF Position: Q1 2024 in Review

Peloton Wealth Strategists sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 3,172 shares — an estimated $240K sold.

Peloton Wealth Strategists first reported a position in IWF in Q1 2023 and held it in 4 quarters. The position peaked at $1.68M in Q2 2023. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

  • Peloton Wealth Strategists reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Peloton Wealth Strategists sold 3,172 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $240K.
  • Peloton Wealth Strategists first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and held it in 4 quarters.
  • Peloton Wealth Strategists's iShares Russell 1000 Growth ETF position peaked at $1.68M in Q2 2023.
  • 1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Peloton Wealth Strategists's 13F filing for Q1 2024, filed 14 May 2024.