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

Soundmark 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	-2,520	Closed	-$212K	–	36
2024 Q1	$212K	Buy	+2,520	New	+$203K	0.09%	65
2022 Q1	–	Sell	-2,844	Closed	-$217K	–	60
2021 Q4	$217K	Buy	+2,844	New	+$211K	0.15%	55

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

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

Soundmark Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 2,520 shares — an estimated $212K sold.

Soundmark Wealth Management first reported a position in IWF in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Soundmark Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 2,520 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $212K.
Soundmark Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 2 quarters.
Soundmark Wealth Management's iShares Russell 1000 Growth ETF position peaked at $217K in Q4 2021.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.