Shakespeare Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Shakespeare Wealth Management’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
2024 Q2	–	Sell	-3,252	Closed	-$274K	–	92
2024 Q1	$274K	Sell	3,252 -108	-3%	-$8.7K	0.08%	73
2023 Q4	$255K	Hold	3,360	–	–	0.08%	74
2023 Q3	$223K	Hold	3,360	–	–	0.08%	72
2023 Q2	$231K	Sell	3,360 -332	-9%	-$21.1K	0.08%	70
2023 Q1	$226K	Buy	+3,692	New	+$213K	0.08%	70

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Shakespeare Wealth Management's IWF Position: Q2 2024 in Review

Shakespeare Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 3,252 shares — an estimated $274K sold.

Shakespeare Wealth Management first reported a position in IWF in Q1 2023 and held it in 5 quarters. The position peaked at $274K in Q1 2024. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Shakespeare Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Shakespeare Wealth Management sold 3,252 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $274K.
Shakespeare Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and held it in 5 quarters.
Shakespeare Wealth Management's iShares Russell 1000 Growth ETF position peaked at $274K in Q1 2024.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Shakespeare Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.