Prelude Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Prelude Capital Management’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	–	Sell	-5,520	Closed	-$503K	–	1418
2024 Q2	$503K	Buy	+5,520	New	+$471K	0.03%	542
2022 Q2	–	Sell	-5,300	Closed	-$368K	–	1932
2022 Q1	$368K	Buy	+5,300	New	+$362K	0.01%	994
2019 Q3	–	Sell	-6,384	Closed	-$251K	–	1871
2019 Q2	$251K	Buy	+6,384	New	+$247K	0.01%	662

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

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

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

Prelude Capital Management's IWF Position: Q3 2024 in Review

Prelude Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 5,520 shares — an estimated $503K sold.

Prelude Capital Management first reported a position in IWF in Q2 2019 and held it in 3 quarters. The position peaked at $503K in Q2 2024. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Prelude Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Prelude Capital Management sold 5,520 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $503K.
Prelude Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and held it in 3 quarters.
Prelude Capital Management's iShares Russell 1000 Growth ETF position peaked at $503K in Q2 2024.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Prelude Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.