Samalin Investment Counsel’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Samalin Investment Counsel’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	–	Sell	-6,972	Closed	-$464K	–	278
2023 Q3	$464K	Sell	6,972 -7,144	-51%	-$493K	0.27%	115
2023 Q2	$971K	Sell	14,116 -6,600	-32%	-$420K	0.52%	44
2023 Q1	$1.27M	Sell	20,716 -6,948	-25%	-$400K	0.76%	33
2022 Q4	$1.48M	Sell	27,664 -4,472	-14%	-$246K	0.94%	25
2022 Q3	$1.69M	Buy	32,136 +2,848	+10%	+$167K	1.24%	13
2022 Q2	$1.6M	Buy	29,288 +11,228	+62%	+$674K	1.13%	16
2022 Q1	$1.25M	Buy	18,060 +5,704	+46%	+$389K	0.76%	32
2021 Q4	$944K	Sell	12,356 -12	-0.1%	-$890	0.57%	45
2021 Q3	$847K	Buy	12,368 +220	+2%	+$15.6K	0.55%	43
2021 Q2	$825K	Sell	12,148 -1,696	-12%	-$109K	0.53%	40
2021 Q1	$841K	Buy	13,844 +1,644	+13%	+$100K	0.56%	38
2020 Q4	$736K	Sell	12,200 -252	-2%	-$14.3K	0.55%	40
2020 Q3	$675K	Sell	12,452 -944	-7%	-$49.7K	0.6%	40
2020 Q2	$642K	Sell	13,396 -2,060	-13%	-$90.8K	0.67%	35
2020 Q1	$582K	Sell	15,456 -716	-4%	-$30.9K	0.78%	35
2019 Q4	$711K	Buy	+16,172	New	+$675K	0.6%	38

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

Samalin Investment Counsel's IWF Position: Q4 2023 in Review

Samalin Investment Counsel sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 6,972 shares — an estimated $464K sold.

Samalin Investment Counsel first reported a position in IWF in Q4 2019 and held it in 16 quarters. The position peaked at $1.69M in Q3 2022. 1,958 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Samalin Investment Counsel reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Samalin Investment Counsel sold 6,972 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $464K.
Samalin Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 16 quarters.
Samalin Investment Counsel's iShares Russell 1000 Growth ETF position peaked at $1.69M in Q3 2022.
1,958 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Samalin Investment Counsel's 13F filing for Q4 2023, filed 14 Feb 2024.