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Raymond James Trust Company of New Hampshire’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Raymond James Trust Company of New Hampshire’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 		– Sell
-9,224
Closed -$485K – 22
2022
Q3 		$485K Hold
9,224
– – 4.25% 7
2022
Q2 		$504K Hold
9,224
– – 4.15% 7
2022
Q1 		$640K Buy
+9,224
New +$630K 4.22% 7

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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 $1.81T AUM 41.13% 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 $424B AUM 22.96% 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

Raymond James Trust Company of New Hampshire's IWF Position: Q4 2022 in Review

Raymond James Trust Company of New Hampshire sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2022, closing a stake of 9,224 shares — an estimated $485K sold.

Raymond James Trust Company of New Hampshire first reported a position in IWF in Q1 2022 and held it in 3 quarters. The position peaked at $640K in Q1 2022. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • Raymond James Trust Company of New Hampshire reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Raymond James Trust Company of New Hampshire sold 9,224 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $485K.
  • Raymond James Trust Company of New Hampshire first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and held it in 3 quarters.
  • Raymond James Trust Company of New Hampshire's iShares Russell 1000 Growth ETF position peaked at $640K in Q1 2022.
  • 1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Raymond James Trust Company of New Hampshire's 13F filing for Q4 2022, filed 2 Feb 2023.