Syntal Capital Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Syntal Capital Partners’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	–	Sell	-9,852	Closed	-$656K	–	60
2023 Q3	$656K	Hold	9,852	–	–	0.51%	38
2023 Q2	$678K	Sell	9,852 -128	-1%	-$8.14K	0.27%	79
2023 Q1	$610K	Hold	9,980	–	–	0.22%	88
2022 Q4	$535K	Hold	9,980	–	–	0.21%	73
2022 Q3	$524K	Hold	9,980	–	–	0.21%	70
2022 Q2	$545K	Hold	9,980	–	–	0.24%	66
2022 Q1	$692K	Sell	9,980 -15,396	-61%	-$1.05M	0.27%	77
2021 Q4	$1.94M	Hold	25,376	–	–	0.83%	23
2021 Q3	$1.74M	Sell	25,376 -2,260	-8%	-$160K	0.6%	33
2021 Q2	$1.88M	Sell	27,636 -512	-2%	-$33K	0.66%	23
2021 Q1	$1.71M	Buy	28,148 +80	+0.3%	+$4.87K	0.65%	40
2020 Q4	$1.69K	Sell	28,068 -952	-3%	-$54.2K	0.21%	39
2020 Q3	$1.57M	Buy	29,020 +17,560	+153%	+$925K	0.71%	30
2020 Q2	$549K	Sell	11,460 -852	-7%	-$37.5K	0.26%	86
2020 Q1	$463K	Sell	12,312 -1,188	-9%	-$51.2K	0.31%	58
2019 Q4	$593K	Sell	13,500 -18,236	-57%	-$761K	0.33%	75
2019 Q3	$1.27M	Hold	31,736	–	–	0.33%	63
2019 Q2	$1.25M	Buy	31,736 +16,808	+113%	+$650K	0.27%	85
2019 Q1	$564K	Hold	14,928	–	–	0.25%	66
2018 Q4	$488K	Hold	14,928	–	–	0.3%	45
2018 Q3	$583K	Hold	14,928	–	–	0.2%	77
2018 Q2	$536K	Sell	14,928 -1,612	-10%	-$56.9K	0.2%	78
2018 Q1	$562K	Sell	16,540 -2,992	-15%	-$105K	0.2%	82
2017 Q4	$657K	Buy	19,532 +3,516	+22%	+$115K	0.2%	87
2017 Q3	$500K	Buy	16,016 +1,196	+8%	+$36.6K	0.36%	60
2017 Q2	$440	Buy	14,820 +1,456	+11%	+$42.7K	0.1%	61
2017 Q1	$380K	Buy	13,364 +760	+6%	+$21.1K	0.32%	68
2016 Q4	$330K	Sell	12,604 -1,476	-10%	-$38.3K	0.31%	58
2016 Q3	$366	Buy	+14,080	New	+$366K	0.22%	25
2016 Q2	–	Sell	-14,080	Closed	-$351K	–	56
2016 Q1	$351K	Hold	14,080	–	–	0.43%	18
2015 Q4	$350K	Buy	14,080 +2,456	+21%	+$61.3K	0.39%	19
2015 Q3	$271K	Sell	11,624 -344	-3%	-$8.46K	0.38%	24
2015 Q2	$296	Hold	11,968	–	–	0.29%	23
2015 Q1	$295K	Sell	11,968 -840	-7%	-$20.5K	0.36%	24
2014 Q4	$306K	Hold	12,808	–	–	0.18%	26
2014 Q3	$293K	Hold	12,808	–	–	0.15%	40
2014 Q2	$291K	Sell	12,808 -21,664	-63%	-$475K	0.14%	48
2014 Q1	$745	Buy	+34,472	New	+$740K	0.44%	26

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Syntal Capital Partners's IWF Position: Q4 2023 in Review

Syntal Capital Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 9,852 shares — an estimated $656K sold.

Syntal Capital Partners first reported a position in IWF in Q1 2014 and held it in 38 quarters. The position peaked at $1.94M in Q4 2021. 1,958 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Syntal Capital Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Syntal Capital Partners sold 9,852 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $656K.
Syntal Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and held it in 38 quarters.
Syntal Capital Partners's iShares Russell 1000 Growth ETF position peaked at $1.94M in Q4 2021.
1,958 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Syntal Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.