Ropes Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ropes Wealth 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
2023 Q3	$3.86M	Sell	58,036 -13,760	-19%	-$950K	0.75%	35
2023 Q2	$4.94M	Buy	71,796 +4,168	+6%	+$265K	0.82%	30
2023 Q1	$4.13M	Sell	67,628 -5,680	-8%	-$327K	0.75%	33
2022 Q4	$3.93M	Buy	73,308 +2,556	+4%	+$141K	0.71%	32
2022 Q3	$3.72M	Buy	70,752 +11,048	+19%	+$650K	0.78%	30
2022 Q2	$3.26M	Sell	59,704 -1,240	-2%	-$74.4K	0.67%	35
2022 Q1	$4.23M	Sell	60,944 -1,332	-2%	-$90.9K	0.73%	32
2021 Q4	$4.76M	Sell	62,276 -2,296	-4%	-$170K	0.84%	31
2021 Q3	$4.42M	Sell	64,572 -100	-0.2%	-$7.07K	0.71%	35
2021 Q2	$4.39M	Buy	64,672 +17,292	+36%	+$1.11M	0.69%	38
2021 Q1	$2.97M	Sell	47,380 -6,556	-12%	-$399K	0.52%	51
2020 Q4	$3.25M	Buy	53,936 +8,620	+19%	+$491K	0.5%	40
2020 Q3	$2.46M	Hold	45,316	–	–	0.48%	44
2020 Q2	$2.17M	Buy	45,316 +25,456	+128%	+$1.12M	0.44%	48
2020 Q1	$748K	Sell	19,860 -300	-1%	-$12.9K	0.19%	91
2019 Q4	$887K	Sell	20,160 -13,948	-41%	-$582K	0.19%	98
2019 Q3	$1.36M	Buy	34,108 +8,512	+33%	+$341K	0.29%	71
2019 Q2	$1.01M	Sell	25,596 -3,116	-11%	-$121K	0.21%	87
2019 Q1	$1.09M	Buy	28,712 +840	+3%	+$30.2K	0.29%	78
2018 Q4	$912K	Hold	27,872	–	–	0.26%	88
2018 Q3	$1.09M	Hold	27,872	–	–	0.27%	87
2018 Q2	$1M	Hold	27,872	–	–	0.27%	92
2018 Q1	$948K	Buy	27,872 +3,708	+15%	+$130K	0.26%	95
2017 Q4	$814K	Sell	24,164 -92	-0.4%	-$3.02K	0.21%	103
2017 Q3	$758K	Hold	24,256	–	–	0.21%	103
2017 Q2	$722K	Hold	24,256	–	–	0.2%	104
2017 Q1	$690K	Hold	24,256	–	–	0.2%	104
2016 Q4	$636K	Hold	24,256	–	–	0.2%	100
2016 Q3	$632K	Buy	24,256 +8,512	+54%	+$221K	0.21%	92
2016 Q2	$395K	Buy	15,744 +13,720	+678%	+$343K	0.14%	128
2016 Q1	$50K	Buy	+2,024	New	+$47.8K	0.02%	217

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ropes Wealth Advisors's IWF Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 19% in Q3 2023, selling an estimated $950K and leaving 58,036 shares worth $3.86M. The position accounts for 0.75% of the portfolio, ranked #35.

Ropes Wealth Advisors first reported a position in IWF in Q1 2016 and has held it in 31 quarters since. The position peaked at $4.94M in Q2 2023. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Ropes Wealth Advisors held 58,036 shares of iShares Russell 1000 Growth ETF worth $3.86M as of Q3 2023.
Ropes Wealth Advisors sold 13,760 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $950K.
iShares Russell 1000 Growth ETF made up 0.75% of Ropes Wealth Advisors's portfolio in Q3 2023, its #35 holding.
Ropes Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2016 and has held it in 31 quarters since.
Ropes Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $4.94M in Q2 2023.
1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.