Spotlight Asset Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Spotlight Asset 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 Q2	$917K	Sell	10,060 -12	-0.1%	-$1.02K	0.64%	30
2024 Q1	$849K	Hold	10,072	–	–	0.61%	30
2023 Q4	$670K	Hold	10,072	–	–	0.61%	28
2023 Q3	$670K	Hold	10,072	–	–	0.61%	28
2023 Q2	$693K	Sell	10,072 -20	-0.2%	-$1.27K	0.62%	27
2023 Q1	$550K	Buy	+10,092	New	+$581K	0.55%	33
2022 Q3	$550K	Buy	+10,092	New	+$593K	0.55%	33
2021 Q3	$832K	Sell	12,144 -2,060	-15%	-$146K	0.41%	48
2021 Q2	$964K	Buy	14,204 +464	+3%	+$29.9K	0.37%	54
2021 Q1	$835K	Sell	13,740 -4,132	-23%	-$251K	0.31%	62
2020 Q4	$1.08M	Sell	17,872 -18,576	-51%	-$1.06M	0.4%	43
2020 Q3	$1.98M	Buy	36,448 +23,740	+187%	+$1.25M	0.78%	19
2020 Q2	$610K	Sell	12,708 -16	-0.1%	-$705	0.26%	62
2020 Q1	$479K	Sell	12,724 -27,188	-68%	-$1.17M	0.25%	63
2019 Q4	$1.61M	Buy	+39,912	New	+$1.67M	0.77%	28

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 $424B AUM 22.94% 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

Spotlight Asset Group's IWF Position: Q2 2024 in Review

Spotlight Asset Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.12% in Q2 2024, selling an estimated $1.02K and leaving 10,060 shares worth $917K. The position accounts for 0.64% of the portfolio, ranked #30.

Spotlight Asset Group first reported a position in IWF in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.98M in Q3 2020. 2,028 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Spotlight Asset Group held 10,060 shares of iShares Russell 1000 Growth ETF worth $917K as of Q2 2024.
Spotlight Asset Group sold 12 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $1.02K.
iShares Russell 1000 Growth ETF made up 0.64% of Spotlight Asset Group's portfolio in Q2 2024, its #30 holding.
Spotlight Asset Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 15 quarters since.
Spotlight Asset Group's iShares Russell 1000 Growth ETF position peaked at $1.98M in Q3 2020.
2,028 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.