Spinnaker Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Spinnaker Investment Group’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 Q1	–	Sell	-6,260	Closed	-$474K	–	89
2023 Q4	$474K	Sell	6,260 -88	-1%	-$6.22K	0.14%	55
2023 Q3	$422K	Hold	6,348	–	–	0.14%	58
2023 Q2	$437K	Sell	6,348 -36	-0.6%	-$2.29K	0.14%	55
2023 Q1	$390K	Sell	6,384 -152	-2%	-$8.76K	0.14%	57
2022 Q4	$350K	Hold	6,536	–	–	0.12%	65
2022 Q3	$343K	Sell	6,536 -4	-0.1%	-$235	0.13%	57
2022 Q2	$358K	Sell	6,540 -96	-1%	-$5.76K	0.15%	55
2022 Q1	$473K	Sell	6,636 -400	-6%	-$27.3K	0.15%	54
2021 Q4	$490K	Buy	+7,036	New	+$522K	0.17%	54

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Spinnaker Investment Group's IWF Position: Q1 2024 in Review

Spinnaker Investment Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 6,260 shares — an estimated $474K sold.

Spinnaker Investment Group first reported a position in IWF in Q4 2021 and held it in 9 quarters. The position peaked at $490K in Q4 2021. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Spinnaker Investment Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Spinnaker Investment Group sold 6,260 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $474K.
Spinnaker Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 9 quarters.
Spinnaker Investment Group's iShares Russell 1000 Growth ETF position peaked at $490K in Q4 2021.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Spinnaker Investment Group's 13F filing for Q1 2024, filed 19 Apr 2024.