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SYSTM Wealth Solutions’s iShares Russell 1000 Growth ETF IWF Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-2,716
Closed -$206K – 1024
2023
Q4 		$206K Buy
+2,716
New +$192K 0.03% 377

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SYSTM Wealth Solutions's IWF Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2024, closing a stake of 2,716 shares — an estimated $206K sold.

SYSTM Wealth Solutions first reported a position in IWF in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 1,962 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,716 iShares Russell 1000 Growth ETF shares in Q1 2024, an estimated $206K.
  • SYSTM Wealth Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's iShares Russell 1000 Growth ETF position peaked at $206K in Q4 2023.
  • 1,962 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.