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

SteelPeak Wealth’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 Q1	–	Sell	-8,236	Closed	-$441K	–	423
2022 Q4	$441K	Sell	8,236 -108	-1%	-$5.94K	0.03%	264
2022 Q3	$439K	Buy	8,344 +108	+1%	+$6.35K	0.03%	265
2022 Q2	$450K	Sell	8,236 -68	-0.8%	-$4.08K	0.03%	265
2022 Q1	$577K	Buy	8,304 +68	+0.8%	+$4.64K	0.03%	264
2021 Q4	$629K	Hold	8,236	–	–	0.04%	225
2021 Q3	$564K	Hold	8,236	–	–	0.04%	240
2021 Q2	$559K	Hold	8,236	–	–	0.04%	257
2021 Q1	$500K	Sell	8,236 -120	-1%	-$7.3K	0.04%	229
2020 Q4	$504K	Buy	8,356 +236	+3%	+$13.4K	0.05%	209
2020 Q3	$440K	Hold	8,120	–	–	0.05%	182
2020 Q2	$390K	Buy	+8,120	New	+$358K	0.05%	182

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SteelPeak Wealth's IWF Position: Q1 2023 in Review

SteelPeak Wealth sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 8,236 shares — an estimated $441K sold.

SteelPeak Wealth first reported a position in IWF in Q2 2020 and held it in 11 quarters. The position peaked at $629K in Q4 2021. 1,697 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

SteelPeak Wealth reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
SteelPeak Wealth sold 8,236 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $441K.
SteelPeak Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and held it in 11 quarters.
SteelPeak Wealth's iShares Russell 1000 Growth ETF position peaked at $629K in Q4 2021.
1,697 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on SteelPeak Wealth's 13F filing for Q1 2023, filed 8 May 2023.