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

PSI 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
2023 Q2	–	Sell	-308	Closed	-$18.8K	–	870
2023 Q1	$18.8K	Hold	308	–	–	0.01%	344
2022 Q4	$16.5K	Buy	+308	New	+$16.9K	0.01%	357
2020 Q1	–	Sell	-1,260	Closed	-$55K	–	338
2019 Q4	$55K	Buy	+1,260	New	+$52.6K	0.04%	253

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

PSI Advisors's IWF Position: Q2 2023 in Review

PSI Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2023, closing a stake of 308 shares — an estimated $18.8K sold.

PSI Advisors first reported a position in IWF in Q4 2019 and held it in 3 quarters. The position peaked at $55K in Q4 2019. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

PSI Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2023 after selling out during the quarter.
PSI Advisors sold 308 iShares Russell 1000 Growth ETF shares in Q2 2023, an estimated $18.8K.
PSI Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 3 quarters.
PSI Advisors's iShares Russell 1000 Growth ETF position peaked at $55K in Q4 2019.
1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.