Peterson Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Peterson Financial 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 Q3	$20K	Buy	+212	New	+$19.2K	0.08%	152

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Peterson Financial Group's IWF Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2024: 212 shares worth $20K. The stake represents 0.08% of the portfolio and ranks #152 among its holdings.

2,075 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Peterson Financial Group held 212 shares of iShares Russell 1000 Growth ETF worth $20K as of Q3 2024.
iShares Russell 1000 Growth ETF was a new Peterson Financial Group position in Q3 2024.
iShares Russell 1000 Growth ETF made up 0.08% of Peterson Financial Group's portfolio in Q3 2024, its #152 holding.
2,075 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.