Ratio Wealth Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ratio Wealth 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
2022 Q4	$263K	Buy	+4,900	New	+$270K	0.07%	51

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Ratio Wealth Group's IWF Position: Q4 2022 in Review

Ratio Wealth Group opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q4 2022: 4,900 shares worth $263K. The stake represents 0.07% of the portfolio and ranks #51 among its holdings.

1,689 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

Ratio Wealth Group held 4,900 shares of iShares Russell 1000 Growth ETF worth $263K as of Q4 2022.
iShares Russell 1000 Growth ETF was a new Ratio Wealth Group position in Q4 2022.
iShares Russell 1000 Growth ETF made up 0.07% of Ratio Wealth Group's portfolio in Q4 2022, its #51 holding.
1,689 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Ratio Wealth Group's 13F filing for Q4 2022, filed 27 Mar 2023.