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

SBK 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
2022
Q4 		$663K Hold
12,368
– – 1.05% 33
2022
Q3 		$651K Hold
12,368
– – 1% 32
2022
Q2 		$676K Sell
12,368
-660
-5% -$39.6K 0.88% 35
2022
Q1 		$904K Sell
13,028
-152
-1% -$10.4K 0.9% 29
2021
Q4 		$1.01M Buy
+13,180
New +$977K 0.8% 28

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 22.96% 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

SBK Financial's IWF Position: Q4 2022 in Review

SBK Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2022 at 12,368 shares worth $663K. The position accounts for 1.05% of the portfolio, ranked #33.

SBK Financial first reported a position in IWF in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2021. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • SBK Financial held 12,368 shares of iShares Russell 1000 Growth ETF worth $663K as of Q4 2022.
  • SBK Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2022.
  • iShares Russell 1000 Growth ETF made up 1.05% of SBK Financial's portfolio in Q4 2022, its #33 holding.
  • SBK Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's iShares Russell 1000 Growth ETF position peaked at $1.01M in Q4 2021.
  • 1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.