Surience Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Surience Private Wealth’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 Q3	–	Sell	-4,436	Closed	-$305K	–	26
2023 Q2	$305K	Hold	4,436	–	–	0.44%	23
2023 Q1	$271K	Hold	4,436	–	–	0.4%	18
2022 Q4	$238K	Hold	4,436	–	–	0.32%	21
2022 Q3	$233K	Hold	4,436	–	–	0.6%	16
2022 Q2	$243K	Hold	4,436	–	–	0.37%	13
2022 Q1	$308K	Hold	4,436	–	–	0.27%	21
2021 Q4	$339K	Buy	+4,436	New	+$329K	0.28%	21

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Surience Private Wealth's IWF Position: Q3 2023 in Review

Surience Private Wealth sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 4,436 shares — an estimated $305K sold.

Surience Private Wealth first reported a position in IWF in Q4 2021 and held it in 7 quarters. The position peaked at $339K in Q4 2021. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Surience Private Wealth reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
Surience Private Wealth sold 4,436 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $305K.
Surience Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 7 quarters.
Surience Private Wealth's iShares Russell 1000 Growth ETF position peaked at $339K in Q4 2021.
1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Surience Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.