Resource Consulting Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Resource Consulting 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
2023 Q4	$399K	Sell	5,268 -808	-13%	-$57.1K	0.07%	44
2023 Q3	$404K	Buy	6,076 +72	+1%	+$4.97K	0.08%	39
2023 Q2	$413K	Hold	6,004	–	–	0.08%	48
2023 Q1	$367K	Hold	6,004	–	–	0.09%	24
2022 Q4	$322K	Hold	6,004	–	–	0.08%	24
2022 Q3	$316K	Buy	6,004 +420	+8%	+$24.7K	0.09%	32
2022 Q2	$305K	Sell	5,584 -1,980	-26%	-$119K	0.13%	43
2022 Q1	$525K	Hold	7,564	–	–	0.18%	45
2021 Q4	$578K	Buy	+7,564	New	+$561K	0.2%	42

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Resource Consulting Group's IWF Position: Q4 2023 in Review

Resource Consulting Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 13% in Q4 2023, selling an estimated $57.1K and leaving 5,268 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #44.

Resource Consulting Group first reported a position in IWF in Q4 2021 and has held it in 9 quarters since. The position peaked at $578K in Q4 2021. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Resource Consulting Group held 5,268 shares of iShares Russell 1000 Growth ETF worth $399K as of Q4 2023.
Resource Consulting Group sold 808 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $57.1K.
iShares Russell 1000 Growth ETF made up 0.07% of Resource Consulting Group's portfolio in Q4 2023, its #44 holding.
Resource Consulting Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 9 quarters since.
Resource Consulting Group's iShares Russell 1000 Growth ETF position peaked at $578K in Q4 2021.
1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.