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StrategIQ Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

StrategIQ Financial 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
2023
Q4 		$1.12M Buy
14,844
+952
+7% +$67.3K 0.13% 138
2023
Q3 		$924K Buy
13,892
+7,188
+107% +$496K 0.11% 148
2023
Q2 		$461K Buy
+6,704
New +$426K 0.05% 219

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

StrategIQ Financial Group's IWF Position: Q4 2023 in Review

StrategIQ Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 6.9% in Q4 2023, buying an estimated $67.3K and bringing the position to 14,844 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #138.

StrategIQ Financial Group first reported a position in IWF in Q2 2023 and has held it in 3 quarters since. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

  • StrategIQ Financial Group held 14,844 shares of iShares Russell 1000 Growth ETF worth $1.12M as of Q4 2023.
  • StrategIQ Financial Group bought 952 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $67.3K.
  • iShares Russell 1000 Growth ETF made up 0.13% of StrategIQ Financial Group's portfolio in Q4 2023, its #138 holding.
  • StrategIQ Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 3 quarters since.
  • 1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.