RE Dickinson Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

RE Dickinson Investment 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
2024 Q4	$81.1K	Hold	808	–	–	0.05%	73
2024 Q3	$75.8K	Hold	808	–	–	0.04%	74
2024 Q2	$73.6K	Hold	808	–	–	0.04%	74
2024 Q1	$68K	Hold	808	–	–	0.04%	72
2023 Q4	$61K	Hold	808	–	–	0.04%	72
2023 Q3	$54K	Hold	808	–	–	0.04%	77
2023 Q2	$56K	Hold	808	–	–	0.02%	146
2023 Q1	$49K	Hold	808	–	–	0.02%	158
2022 Q4	$43K	Hold	808	–	–	0.02%	153
2022 Q3	$43K	Hold	808	–	–	0.04%	78
2022 Q2	$44K	Hold	808	–	–	0.01%	82
2022 Q1	$56K	Hold	808	–	–	0.04%	84
2021 Q4	$62K	Buy	+808	New	+$59.9K	0.05%	74

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RE Dickinson Investment Advisors's IWF Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2024 at 808 shares worth $81.1K. The position accounts for 0.05% of the portfolio, ranked #73.

RE Dickinson Investment Advisors first reported a position in IWF in Q4 2021 and has held it in 13 quarters since. 2,307 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

RE Dickinson Investment Advisors held 808 shares of iShares Russell 1000 Growth ETF worth $81.1K as of Q4 2024.
RE Dickinson Investment Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 1000 Growth ETF made up 0.05% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #73 holding.
RE Dickinson Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 13 quarters since.
2,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.