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

Retirement 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
2024 Q1	$7.08K	Hold	84	–	–	﹤0.01%	519
2023 Q4	$6.37K	Hold	84	–	–	﹤0.01%	500
2023 Q3	$5.59K	Hold	84	–	–	﹤0.01%	480
2023 Q2	$5.78K	Hold	84	–	–	﹤0.01%	492
2023 Q1	$5K	Hold	84	–	–	﹤0.01%	488
2022 Q4	$4K	Sell	84 -32	-28%	-$1.76K	﹤0.01%	457
2022 Q3	$6K	Buy	116 +84	+263%	+$4.94K	﹤0.01%	314
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	624
2022 Q1	$2K	Hold	32	–	–	﹤0.01%	630
2021 Q4	$2K	Hold	32	–	–	﹤0.01%	612
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	523
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	567
2021 Q1	$2K	Hold	32	–	–	﹤0.01%	636
2020 Q4	$1K	Sell	32 -160	-83%	-$9.11K	﹤0.01%	616
2020 Q3	$10K	Buy	192 +160	+500%	+$8.43K	0.01%	414
2020 Q2	$2K	Buy	+32	New	+$1.41K	﹤0.01%	542
2019 Q4	$1K	Buy	+32	New	+$1.34K	﹤0.01%	603

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's IWF Position: Q1 2024 in Review

Retirement Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2024 at 84 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Retirement Group first reported a position in IWF in Q4 2019 and has held it in 17 quarters since. The position peaked at $10K in Q3 2020. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Retirement Group held 84 shares of iShares Russell 1000 Growth ETF worth $7.08K as of Q1 2024.
Retirement Group left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2024.
iShares Russell 1000 Growth ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #519 holding.
Retirement Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares Russell 1000 Growth ETF position peaked at $10K in Q3 2020.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.