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Personal Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$3.01M Buy
56,132
+12,092
+27% +$665K 0.01% 203
2022
Q3 		$2.32M Buy
44,040
+1,656
+4% +$97.4K 0.01% 202
2022
Q2 		$2.32M Sell
42,384
-876
-2% -$52.6K 0.01% 206
2022
Q1 		$3M Sell
43,260
-700
-2% -$47.8K 0.01% 206
2021
Q4 		$3.36M Buy
43,960
+7,232
+20% +$536K 0.02% 213
2021
Q3 		$2.52M Sell
36,728
-1,244
-3% -$88K 0.01% 216
2021
Q2 		$2.58M Sell
37,972
-532
-1% -$34.3K 0.01% 218
2021
Q1 		$2.34M Sell
38,504
-852
-2% -$51.9K 0.01% 223
2020
Q4 		$2.37M Buy
39,356
+14,408
+58% +$820K 0.02% 222
2020
Q3 		$1.35M Buy
24,948
+2,056
+9% +$108K 0.01% 238
2020
Q2 		$1.1M Sell
22,892
-472
-2% -$20.8K 0.01% 227
2020
Q1 		$852K Sell
23,364
-6,516
-22% -$281K 0.01% 230
2019
Q4 		$1.31M Buy
29,880
+4,088
+16% +$171K 0.01% 225
2019
Q3 		$1.03M Buy
25,792
+7,564
+41% +$303K 0.01% 222
2019
Q2 		$717K Sell
18,228
-612
-3% -$23.7K 0.01% 224
2019
Q1 		$713K Buy
18,840
+2,404
+15% +$86.4K 0.01% 220
2018
Q4 		$538K Buy
16,436
+1,980
+14% +$69.8K 0.01% 223
2018
Q3 		$564K Buy
14,456
+5,520
+62% +$209K 0.01% 216
2018
Q2 		$321K Sell
8,936
-1,296
-13% -$45.7K ﹤0.01% 234
2018
Q1 		$348K Buy
10,232
+592
+6% +$20.8K 0.01% 207
2017
Q4 		$325K Sell
9,640
-4,672
-33% -$153K 0.01% 203
2017
Q3 		$447K Buy
+14,312
New +$438K 0.01% 184

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Personal Capital Advisors's IWF Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 27% in Q4 2022, buying an estimated $665K and bringing the position to 56,132 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #203.

Personal Capital Advisors first reported a position in IWF in Q3 2017 and has held it in 22 quarters since. The position peaked at $3.36M in Q4 2021. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • Personal Capital Advisors held 56,132 shares of iShares Russell 1000 Growth ETF worth $3.01M as of Q4 2022.
  • Personal Capital Advisors bought 12,092 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $665K.
  • iShares Russell 1000 Growth ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #203 holding.
  • Personal Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 22 quarters since.
  • Personal Capital Advisors's iShares Russell 1000 Growth ETF position peaked at $3.36M in Q4 2021.
  • 1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.