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IWF icon

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

TCWP’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
-87,556
Closed -$5.82M – 74
2023
Q3 		$5.82M Buy
87,556
+3,136
+4% +$217K 4.43% 2
2023
Q2 		$5.81M Buy
84,420
+2,648
+3% +$168K 1.24% 24
2023
Q1 		$4.99M Buy
81,772
+608
+0.7% +$35K 0.95% 31
2022
Q4 		$4.35M Sell
81,164
-2,340
-3% -$129K 0.88% 33
2022
Q3 		$4.39M Buy
83,504
+5,208
+7% +$306K 0.93% 29
2022
Q2 		$4.28M Buy
78,296
+6,840
+10% +$411K 0.91% 31
2022
Q1 		$4.96M Buy
71,456
+21,876
+44% +$1.49M 0.9% 26
2021
Q4 		$3.79M Buy
+49,580
New +$3.68M 0.75% 45

Other funds holding IWF

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

TCWP's IWF Position: Q4 2023 in Review

TCWP sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 87,556 shares — an estimated $5.82M sold.

TCWP first reported a position in IWF in Q4 2021 and held it in 8 quarters. The position peaked at $5.82M in Q3 2023. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

  • TCWP reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • TCWP sold 87,556 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $5.82M.
  • TCWP first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 8 quarters.
  • TCWP's iShares Russell 1000 Growth ETF position peaked at $5.82M in Q3 2023.
  • 1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.