SignalPoint Asset Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SignalPoint Asset 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 Q4	$223K	Buy	+2,224	New	+$219K	0.05%	233

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SignalPoint Asset Management's IWF Position: Q4 2024 in Review

SignalPoint Asset Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q4 2024: 2,224 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #233 among its holdings.

2,307 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

SignalPoint Asset Management held 2,224 shares of iShares Russell 1000 Growth ETF worth $223K as of Q4 2024.
iShares Russell 1000 Growth ETF was a new SignalPoint Asset Management position in Q4 2024.
iShares Russell 1000 Growth ETF made up 0.05% of SignalPoint Asset Management's portfolio in Q4 2024, its #233 holding.
2,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.