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RF
Rollins Financial’s
iShares Russell 1000 Growth ETF
IWF
Stock Holding History
Rollins Financial’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
$945K
Hold
12,468
–
–
0.2%
49
2023
Q3
$829K
Buy
12,468
+360
+3%
+$24.9K
0.2%
54
2023
Q2
$833K
Buy
12,108
+6,912
+133%
+$440K
0.23%
51
2023
Q1
$318K
Sell
5,196
-200
-4%
-$11.5K
0.11%
86
2022
Q4
$289K
Buy
5,396
+100
+2%
+$5.5K
0.11%
93
2022
Q3
$278K
Hold
5,296
–
–
0.1%
87
2022
Q2
$289K
Sell
5,296
-1,376
-21%
-$82.6K
0.1%
92
2022
Q1
$463K
Sell
6,672
-752
-10%
-$51.3K
0.14%
70
2021
Q4
$567K
Buy
+7,424
New
+$550K
0.16%
54
2021
Q2
$490K
Sell
7,224
-556
-7%
-$35.8K
0.18%
59
2021
Q1
$473K
Buy
7,780
+556
+8%
+$33.8K
0.2%
62
2020
Q4
$435K
Buy
+7,224
New
+$411K
0.2%
52
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
$761B 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
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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