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

Peninsula Wealth’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 Q4	$680K	Hold	6,776	–	–	0.12%	60
2024 Q3	$644K	Hold	6,776	–	–	0.11%	61
2024 Q2	$638K	Hold	6,776	–	–	0.12%	54
2024 Q1	$571K	Hold	6,776	–	–	0.11%	59
2023 Q4	$514K	Hold	6,776	–	–	0.11%	54
2023 Q3	$449K	Hold	6,776	–	–	0.11%	48
2023 Q2	$466K	Hold	6,776	–	–	0.12%	44
2023 Q1	$414K	Hold	6,776	–	–	0.12%	45
2022 Q4	$363K	Hold	6,776	–	–	0.11%	46
2022 Q3	$356K	Hold	6,776	–	–	0.13%	42
2022 Q2	$370K	Hold	6,776	–	–	0.13%	40
2022 Q1	$470K	Hold	6,776	–	–	0.13%	37
2021 Q4	$518K	Buy	+6,776	New	+$502K	0.14%	38
2020 Q4	–	Sell	-5,176	Closed	-$281K	–	36
2020 Q3	$281K	Hold	5,176	–	–	0.12%	45
2020 Q2	$248K	Buy	+5,176	New	+$228K	0.12%	45
2020 Q1	–	Sell	-5,176	Closed	-$228K	–	41
2019 Q4	$228K	Hold	5,176	–	–	0.11%	37
2019 Q3	$207K	Hold	5,176	–	–	0.1%	36
2019 Q2	$204K	Buy	+5,176	New	+$200K	0.1%	30
2018 Q4	–	Sell	-5,176	Closed	-$202K	–	29
2018 Q3	$202K	Buy	+5,176	New	+$196K	0.11%	32

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Peninsula Wealth's IWF Position: Q4 2024 in Review

Peninsula Wealth held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2024 at 6,776 shares worth $680K. The position accounts for 0.12% of the portfolio, ranked #60.

Peninsula Wealth first reported a position in IWF in Q3 2018 and has held it in 19 quarters since. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Peninsula Wealth held 6,776 shares of iShares Russell 1000 Growth ETF worth $680K as of Q4 2024.
Peninsula Wealth left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 1000 Growth ETF made up 0.12% of Peninsula Wealth's portfolio in Q4 2024, its #60 holding.
Peninsula Wealth first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and has held it in 19 quarters since.
2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.