Stordahl Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Stordahl Capital Management’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	-5,184	Closed	-$393K	–	61
2023 Q4	$393K	Hold	5,184	–	–	0.11%	39
2023 Q3	$345K	Hold	5,184	–	–	0.1%	38
2023 Q2	$357K	Hold	5,184	–	–	0.1%	38
2023 Q1	$317K	Hold	5,184	–	–	0.1%	39
2022 Q4	$278K	Hold	5,184	–	–	0.09%	40
2022 Q3	$273K	Hold	5,184	–	–	0.1%	37
2022 Q2	$283K	Hold	5,184	–	–	0.11%	39
2022 Q1	$360K	Buy	5,184 +800	+18%	+$54.6K	0.13%	37
2021 Q4	$335K	Sell	4,384 -1,040	-19%	-$77.1K	0.12%	38
2021 Q3	$372K	Hold	5,424	–	–	0.15%	36
2021 Q2	$368K	Buy	5,424 +532	+11%	+$34.3K	0.15%	35
2021 Q1	$297K	Hold	4,892	–	–	0.13%	36
2020 Q4	$295K	Hold	4,892	–	–	0.13%	37
2020 Q3	$265K	Hold	4,892	–	–	0.14%	38
2020 Q2	$235K	Buy	+4,892	New	+$216K	0.13%	38
2020 Q1	–	Sell	-4,892	Closed	-$215K	–	42
2019 Q4	$215K	Buy	+4,892	New	+$204K	0.09%	44

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

Stordahl Capital Management's IWF Position: Q1 2024 in Review

Stordahl Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 5,184 shares — an estimated $393K sold.

Stordahl Capital Management first reported a position in IWF in Q4 2019 and held it in 16 quarters. The position peaked at $393K in Q4 2023. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Stordahl Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
Stordahl Capital Management sold 5,184 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $393K.
Stordahl Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 16 quarters.
Stordahl Capital Management's iShares Russell 1000 Growth ETF position peaked at $393K in Q4 2023.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Stordahl Capital Management's 13F filing for Q1 2024, filed 18 Apr 2024.