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

Sugarloaf Wealth 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 Q4	$519K	Hold	5,172	–	–	0.1%	92
2024 Q3	$485K	Hold	5,172	–	–	0.09%	95
2024 Q2	$471K	Sell	5,172 -1,000	-16%	-$85.4K	0.1%	90
2024 Q1	$520K	Hold	6,172	–	–	0.11%	85
2023 Q4	$468K	Hold	6,172	–	–	0.11%	85
2023 Q3	$410K	Hold	6,172	–	–	0.1%	85
2023 Q2	$425K	Hold	6,172	–	–	0.1%	88
2023 Q1	$377K	Hold	6,172	–	–	0.09%	90
2022 Q4	$331K	Sell	6,172 -60	-1%	-$3.3K	0.08%	94
2022 Q3	$328K	Hold	6,232	–	–	0.08%	92
2022 Q2	$341K	Hold	6,232	–	–	0.09%	89
2022 Q1	$433K	Hold	6,232	–	–	0.1%	77
2021 Q4	$476K	Hold	6,232	–	–	0.11%	72
2021 Q3	$427K	Hold	6,232	–	–	0.11%	75
2021 Q2	$423K	Hold	6,232	–	–	0.12%	75
2021 Q1	$379	Hold	6,232	–	–	0.11%	81
2020 Q4	$376K	Hold	6,232	–	–	0.13%	78
2020 Q3	$338K	Hold	6,232	–	–	0.12%	79
2020 Q2	$299K	Hold	6,232	–	–	0.11%	88
2020 Q1	$235K	Sell	6,232 -400	-6%	-$17.2K	0.11%	93
2019 Q4	$292K	Buy	+6,632	New	+$277K	0.12%	98

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Sugarloaf Wealth Management's IWF Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2024 at 5,172 shares worth $519K. The position accounts for 0.1% of the portfolio, ranked #92.

Sugarloaf Wealth Management first reported a position in IWF in Q4 2019 and has held it in 21 quarters since. The position peaked at $520K in Q1 2024. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Sugarloaf Wealth Management held 5,172 shares of iShares Russell 1000 Growth ETF worth $519K as of Q4 2024.
Sugarloaf Wealth Management left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 1000 Growth ETF made up 0.1% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #92 holding.
Sugarloaf Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares Russell 1000 Growth ETF position peaked at $520K in Q1 2024.
2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.