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

Summit 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
2024 Q1	$2.61M	Buy	31,028 +1,608	+5%	+$130K	0.93%	29
2023 Q4	$2.23M	Buy	29,420 +2,784	+10%	+$197K	0.85%	29
2023 Q3	$1.77M	Sell	26,636 -1,200	-4%	-$82.9K	0.74%	36
2023 Q2	$1.91M	Buy	27,836 +436	+2%	+$27.7K	0.74%	38
2023 Q1	$1.67M	Sell	27,400 -1,056	-4%	-$60.8K	0.63%	47
2022 Q4	$1.52M	Sell	28,456 -13,932	-33%	-$766K	0.6%	46
2022 Q3	$2.23M	Buy	42,388 +6,756	+19%	+$397K	0.93%	30
2022 Q2	$1.95M	Buy	35,632 +220	+0.6%	+$13.2K	0.75%	40
2022 Q1	$2.46M	Hold	35,412	–	–	0.83%	34
2021 Q4	$2.71M	Buy	35,412 +13,932	+65%	+$1.03M	0.88%	33
2021 Q3	$1.47M	Hold	21,480	–	–	0.53%	54
2021 Q2	$1.46M	Hold	21,480	–	–	0.55%	51
2021 Q1	$1.3M	Hold	21,480	–	–	0.54%	52
2020 Q4	$1.29M	Hold	21,480	–	–	0.57%	52
2020 Q3	$1.17M	Hold	21,480	–	–	0.58%	50
2020 Q2	$1.03M	Buy	21,480 +400	+2%	+$17.6K	0.54%	50
2020 Q1	$794K	Hold	21,080	–	–	0.47%	57
2019 Q4	$927K	Hold	21,080	–	–	0.44%	58
2019 Q3	$841K	Sell	21,080 -1,700	-7%	-$68.2K	0.43%	61
2019 Q2	$896K	Buy	+22,780	New	+$882K	0.41%	67

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Financial Group's IWF Position: Q1 2024 in Review

Summit Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.5% in Q1 2024, buying an estimated $130K and bringing the position to 31,028 shares worth $2.61M. The position accounts for 0.93% of the portfolio, ranked #29.

Summit Financial Group first reported a position in IWF in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.71M in Q4 2021. 1,965 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Summit Financial Group held 31,028 shares of iShares Russell 1000 Growth ETF worth $2.61M as of Q1 2024.
Summit Financial Group bought 1,608 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $130K.
iShares Russell 1000 Growth ETF made up 0.93% of Summit Financial Group's portfolio in Q1 2024, its #29 holding.
Summit Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 20 quarters since.
Summit Financial Group's iShares Russell 1000 Growth ETF position peaked at $2.71M in Q4 2021.
1,965 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.