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

Princeton 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
2023 Q1	–	Sell	-5,500	Closed	-$295K	–	97
2022 Q4	$295K	Buy	+5,500	New	+$303K	0.13%	76

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Princeton Capital Management's IWF Position: Q1 2023 in Review

Princeton Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 5,500 shares — an estimated $295K sold.

Princeton Capital Management first reported a position in IWF in Q4 2022 and held it in 1 quarter. The position peaked at $295K in Q4 2022. 1,697 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

Princeton Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
Princeton Capital Management sold 5,500 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $295K.
Princeton Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 1 quarter.
Princeton Capital Management's iShares Russell 1000 Growth ETF position peaked at $295K in Q4 2022.
1,697 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Princeton Capital Management's 13F filing for Q1 2023, filed 1 May 2023.