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

Private Wealth Strategies’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
-4,044
Closed -$217K – 78
2022
Q4 		$217K Hold
4,044
– – 0.06% 68
2022
Q3 		$213K Buy
+4,044
New +$238K 0.06% 65

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Private Wealth Strategies's IWF Position: Q1 2023 in Review

Private Wealth Strategies sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 4,044 shares — an estimated $217K sold.

Private Wealth Strategies first reported a position in IWF in Q3 2022 and held it in 2 quarters. The position peaked at $217K in Q4 2022. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

  • Private Wealth Strategies reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Private Wealth Strategies sold 4,044 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $217K.
  • Private Wealth Strategies first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and held it in 2 quarters.
  • Private Wealth Strategies's iShares Russell 1000 Growth ETF position peaked at $217K in Q4 2022.
  • 1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Private Wealth Strategies's 13F filing for Q1 2023, filed 8 May 2023.