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SpiderRock Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SpiderRock Advisors’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
Q3 		$2.33M Buy
24,824
+14,676
+145% +$1.33M 0.04% 290
2024
Q2 		$925K Sell
10,148
-140
-1% -$12K 0.02% 428
2024
Q1 		$856K Buy
+10,288
New +$829K 0.02% 420

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SpiderRock Advisors's IWF Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 145% in Q3 2024, buying an estimated $1.33M and bringing the position to 24,824 shares worth $2.33M. The position accounts for 0.04% of the portfolio, ranked #290.

SpiderRock Advisors first reported a position in IWF in Q1 2024 and has held it in 3 quarters since. 2,072 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • SpiderRock Advisors held 24,824 shares of iShares Russell 1000 Growth ETF worth $2.33M as of Q3 2024.
  • SpiderRock Advisors bought 14,676 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $1.33M.
  • iShares Russell 1000 Growth ETF made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #290 holding.
  • SpiderRock Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 2,072 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.