Stonehage Fleming Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stonehage Fleming Financial Services’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	–	Sell	-3,228	Closed	-$197K	–	272
2024 Q1	$197K	Buy	+3,228	New	+$260K	0.01%	95
2023 Q4	–	Sell	-4,356	Closed	-$290K	–	264
2023 Q3	$290K	Hold	4,356	–	–	0.03%	130
2023 Q2	$300K	Buy	4,356 +1,128	+35%	+$71.7K	0.01%	125
2023 Q1	$197K	Buy	3,228 +1,260	+64%	+$72.6K	0.01%	95
2022 Q4	$105K	Buy	+1,968	New	+$108K	0.01%	110

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

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

Stonehage Fleming Financial Services's IWF Position: Q2 2024 in Review

Stonehage Fleming Financial Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 3,228 shares — an estimated $197K sold.

Stonehage Fleming Financial Services first reported a position in IWF in Q4 2022 and held it in 5 quarters. The position peaked at $300K in Q2 2023. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

Stonehage Fleming Financial Services reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
Stonehage Fleming Financial Services sold 3,228 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $197K.
Stonehage Fleming Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 5 quarters.
Stonehage Fleming Financial Services's iShares Russell 1000 Growth ETF position peaked at $300K in Q2 2023.
2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2024, filed 5 Aug 2024.