Soundwatch Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Soundwatch Capital’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	–	Sell	-3,164	Closed	-$210K	–	35
2023 Q3	$210K	Buy	+3,164	New	+$218K	0.05%	27
2022 Q1	–	Sell	-5,244	Closed	-$401K	–	21
2021 Q4	$401K	Sell	5,244 -356	-6%	-$26.4K	0.09%	23
2021 Q3	$384K	Buy	+5,600	New	+$396K	0.04%	18
2021 Q2	–	Sell	-5,192	Closed	-$315K	–	14
2021 Q1	$315K	Buy	5,192 +1,088	+27%	+$66.2K	0.11%	19
2020 Q4	$247K	Hold	4,104	–	–	0.17%	21
2020 Q3	$223K	Sell	4,104 -3,748	-48%	-$197K	0.07%	23
2020 Q2	$334K	Buy	+7,852	New	+$346K	0.2%	15

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Soundwatch Capital's IWF Position: Q4 2023 in Review

Soundwatch Capital sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 3,164 shares — an estimated $210K sold.

Soundwatch Capital first reported a position in IWF in Q2 2020 and held it in 7 quarters. The position peaked at $401K in Q4 2021. 1,958 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Soundwatch Capital reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Soundwatch Capital sold 3,164 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $210K.
Soundwatch Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and held it in 7 quarters.
Soundwatch Capital's iShares Russell 1000 Growth ETF position peaked at $401K in Q4 2021.
1,958 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Soundwatch Capital's 13F filing for Q4 2023, filed 7 Feb 2024.