S
IWF icon

Surevest’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Surevest’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
2022
Q3 		$15.4M Buy
293,292
+15,868
+6% +$933K 4.2% 1
2022
Q2 		$15.2M Buy
277,424
+41,212
+17% +$2.47M 3.98% 2
2022
Q1 		$16.4M Buy
236,212
+137,744
+140% +$9.4M 3.96% 1
2021
Q4 		$7.52M Buy
98,468
+94,740
+2,541% +$7.02M 1.78% 10
2021
Q3 		$255K Buy
+3,728
New +$264K 0.06% 101

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Surevest's IWF Position: Q3 2022 in Review

Surevest increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.7% in Q3 2022, buying an estimated $933K and bringing the position to 293,292 shares worth $15.4M. The position accounts for 4.2% of the portfolio, ranked #1.

Surevest first reported a position in IWF in Q3 2021 and has held it in 5 quarters since. The position peaked at $16.4M in Q1 2022. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

  • Surevest held 293,292 shares of iShares Russell 1000 Growth ETF worth $15.4M as of Q3 2022.
  • Surevest bought 15,868 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $933K.
  • iShares Russell 1000 Growth ETF made up 4.2% of Surevest's portfolio in Q3 2022, its #1 holding.
  • Surevest first reported a position in iShares Russell 1000 Growth ETF in Q3 2021 and has held it in 5 quarters since.
  • Surevest's iShares Russell 1000 Growth ETF position peaked at $16.4M in Q1 2022.
  • 1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.