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Safeguard Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Safeguard 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
Q3 		– Sell
-1,268
Closed -$87K – 313
2023
Q2 		$87K Buy
+1,268
New +$80.6K 0.04% 108

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Safeguard Financial's IWF Position: Q3 2023 in Review

Safeguard Financial sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 1,268 shares — an estimated $87K sold.

Safeguard Financial first reported a position in IWF in Q2 2023 and held it in 1 quarter. The position peaked at $87K in Q2 2023. 1,777 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

  • Safeguard Financial reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 1,268 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $87K.
  • Safeguard Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's iShares Russell 1000 Growth ETF position peaked at $87K in Q2 2023.
  • 1,777 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.