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IWF icon

Simplicity Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Simplicity Solutions’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 		$10.2M Buy
133,996
+9,836
+8% +$696K 0.28% 65
2023
Q3 		$8.26M Sell
124,160
-37,152
-23% -$2.57M 0.27% 74
2023
Q2 		$11.1M Buy
161,312
+12,524
+8% +$796K 0.3% 62
2023
Q1 		$9.09M Buy
148,788
+142,664
+2,330% +$8.22M 0.24% 83
2022
Q4 		$328K Buy
6,124
+2,288
+60% +$126K 0.04% 452
2022
Q3 		$202K Hold
3,836
– – 0.03% 598
2022
Q2 		$210K Hold
3,836
– – 0.03% 578
2022
Q1 		$266K Sell
3,836
-3,836
-50% -$262K 0.03% 503
2021
Q4 		$586K Buy
+7,672
New +$569K 0.07% 341
2021
Q1 		– Sell
-60,868
Closed -$3.67M – 746
2020
Q4 		$3.67M Buy
60,868
+18,076
+42% +$1.03M 0.05% 271
2020
Q3 		$2.32M Sell
42,792
-459,260
-91% -$24.2M 0.04% 302
2020
Q2 		$24.1M Buy
502,052
+453,472
+933% +$20M 0.48% 46
2020
Q1 		$1.83M Sell
48,580
-64,604
-57% -$2.78M 0.06% 237
2019
Q4 		$4.98M Buy
113,184
+82,488
+269% +$3.44M 0.15% 122
2019
Q3 		$1.23M Buy
30,696
+18,716
+156% +$750K 0.05% 256
2019
Q2 		$472K Sell
11,980
-56,760
-83% -$2.2M 0.02% 360
2019
Q1 		$2.6M Sell
68,740
-7,656
-10% -$275K 0.16% 122
2018
Q4 		$2.5M Buy
76,396
+59,660
+356% +$2.1M 0.32% 81
2018
Q3 		$653K Buy
16,736
+2,924
+21% +$111K 0.04% 224
2018
Q2 		$497K Buy
13,812
+1,116
+9% +$39.4K 0.04% 252
2018
Q1 		$432K Buy
12,696
+24
+0.2% +$841 0.04% 225
2017
Q4 		$427K Buy
+12,672
New +$415K 0.04% 239
2017
Q3 		– Sell
-28,240
Closed -$840K – 287
2017
Q2 		$840K Sell
28,240
-1,716
-6% -$50.4K 0.1% 181
2017
Q1 		$852K Buy
29,956
+4,152
+16% +$115K 0.13% 170
2016
Q4 		$677K Buy
+25,804
New +$670K 0.16% 155
2016
Q1 		– Sell
-181,716
Closed -$4.52M – 348
2015
Q4 		$4.52M Buy
+181,716
New +$4.53M 0.53% 29

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Solutions's IWF Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.9% in Q4 2023, buying an estimated $696K and bringing the position to 133,996 shares worth $10.2M. The position accounts for 0.28% of the portfolio, ranked #65.

Simplicity Solutions first reported a position in IWF in Q4 2015 and has held it in 26 quarters since. The position peaked at $24.1M in Q2 2020. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

  • Simplicity Solutions held 133,996 shares of iShares Russell 1000 Growth ETF worth $10.2M as of Q4 2023.
  • Simplicity Solutions bought 9,836 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $696K.
  • iShares Russell 1000 Growth ETF made up 0.28% of Simplicity Solutions's portfolio in Q4 2023, its #65 holding.
  • Simplicity Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2015 and has held it in 26 quarters since.
  • Simplicity Solutions's iShares Russell 1000 Growth ETF position peaked at $24.1M in Q2 2020.
  • 1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.