Strategic Wealth Partners Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Strategic Wealth Partners 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	$169M	Buy	2,007,880 +13,848	+0.7%	+$1.12M	18.67%	1
2023 Q4	$151M	Buy	1,994,032 +25,444	+1%	+$1.8M	19.06%	1
2023 Q3	$131M	Buy	1,968,588 +48,092	+3%	+$3.32M	19.45%	1
2023 Q2	$132M	Buy	1,920,496 +81,048	+4%	+$5.15M	19.11%	1
2023 Q1	$112M	Buy	1,839,448 +95,784	+5%	+$5.52M	18.32%	1
2022 Q4	$93.4M	Buy	1,743,664 +5,636	+0.3%	+$310K	19.82%	1
2022 Q3	$91.4M	Buy	1,738,028 +17,340	+1%	+$1.02M	21.27%	1
2022 Q2	$94.1M	Buy	1,720,688 +65,332	+4%	+$3.92M	20.95%	1
2022 Q1	$115M	Sell	1,655,356 -20,536	-1%	-$1.4M	21.88%	1
2021 Q4	$128M	Sell	1,675,892 -11,832	-0.7%	-$877K	22.2%	1
2021 Q3	$116M	Buy	+1,687,724	New	+$119M	22.01%	1
2021 Q1	$105M	Sell	1,719,988 -8,204	-0.5%	-$499K	20.99%	1
2020 Q4	$104M	Buy	1,728,192 +352	+0%	+$20K	22.09%	1
2020 Q3	$93.7M	Sell	1,727,840 -49,016	-3%	-$2.58M	22.65%	1
2020 Q2	$85.3M	Sell	1,776,856 -49,168	-3%	-$2.17M	21.42%	1
2020 Q1	$68.8M	Sell	1,826,024 -1,272	-0.1%	-$54.8K	20.01%	1
2019 Q4	$80.4M	Sell	1,827,296 -44,084	-2%	-$1.84M	19.05%	1
2019 Q3	$74.7M	Sell	1,871,380 -25,864	-1%	-$1.04M	20.53%	1
2019 Q2	$74.6M	Buy	1,897,244 +75,616	+4%	+$2.93M	21.95%	1
2019 Q1	$68.9M	Buy	1,821,628 +47,308	+3%	+$1.7M	22.5%	1
2018 Q4	$58.1M	Buy	1,774,320 +137,372	+8%	+$4.84M	22.12%	2
2018 Q3	$75.8K	Buy	1,636,948 +86,528	+6%	+$3.28M	1.63%	6
2018 Q2	$55.7K	Buy	1,550,420 +35,448	+2%	+$1.25M	1.1%	14
2018 Q1	$51.5K	Buy	1,514,972 +2,292	+0.2%	+$80.3K	4.03%	8
2017 Q4	$50.9M	Buy	1,512,680 +5,984	+0.4%	+$196K	22.63%	1
2017 Q3	$47.1M	Buy	1,506,696 +27,956	+2%	+$856K	20.98%	1
2017 Q2	$44M	Sell	1,478,740 -2,844	-0.2%	-$83.5K	21.39%	1
2017 Q1	$42.2M	Buy	1,481,584 +27,468	+2%	+$762K	21.43%	1
2016 Q4	$38.1M	Buy	1,454,116 +257,144	+21%	+$6.67M	18.07%	2
2016 Q3	$31.2M	Buy	1,196,972 +158,832	+15%	+$4.13M	16.37%	2
2016 Q2	$26M	Buy	+1,038,140	New	+$25.9M	14.83%	2

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

Strategic Wealth Partners Group's IWF Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.69% in Q1 2024, buying an estimated $1.12M and bringing the position to 2,007,880 shares worth $169M. The position accounts for 18.67% of the portfolio, ranked #1.

Strategic Wealth Partners Group first reported a position in IWF in Q2 2016 and has held it in 31 quarters since. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Strategic Wealth Partners Group held 2,007,880 shares of iShares Russell 1000 Growth ETF worth $169M as of Q1 2024.
Strategic Wealth Partners Group bought 13,848 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $1.12M.
iShares Russell 1000 Growth ETF made up 18.67% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #1 holding.
Strategic Wealth Partners Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 31 quarters since.
1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.