TD Ameritrade Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TD Ameritrade Investment Management’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	-70,128	Closed	-$4.83M	–	251
2023 Q2	$4.83M	Sell	70,128 -7,932	-10%	-$504K	0.05%	81
2023 Q1	$4.77M	Sell	78,060 -14,588	-16%	-$840K	0.05%	82
2022 Q4	$4.96M	Sell	92,648 -5,780	-6%	-$318K	0.05%	83
2022 Q3	$5.18M	Sell	98,428 -15,744	-14%	-$926K	0.05%	81
2022 Q2	$6.24M	Sell	114,172 -17,356	-13%	-$1.04M	0.06%	79
2022 Q1	$9.13M	Sell	131,528 -21,040	-14%	-$1.44M	0.07%	78
2021 Q4	$11.7M	Sell	152,568 -40,144	-21%	-$2.98M	0.08%	72
2021 Q3	$10.4M	Buy	192,712 +41,544	+27%	+$2.94M	0.09%	71
2021 Q2	$10.3M	Sell	151,168 -37,320	-20%	-$2.41M	0.07%	72
2021 Q1	$11.4M	Hold	188,488	–	–	0.09%	71
2020 Q4	$11.4M	Sell	188,488 -4,224	-2%	-$240K	0.09%	71
2020 Q3	$10.4M	Sell	192,712 -34,468	-15%	-$1.82M	0.09%	71
2020 Q2	$10.9M	Sell	227,180 -23,224	-9%	-$1.02M	0.09%	72
2020 Q1	$9.43M	Buy	250,404 +80,300	+47%	+$3.46M	0.09%	71
2019 Q4	$7.48M	Sell	170,104 -1,900	-1%	-$79.3K	0.06%	76
2019 Q3	$6.86M	Buy	172,004 +532	+0.3%	+$21.3K	0.05%	75
2019 Q2	$6.75M	Sell	171,472 -9,528	-5%	-$369K	0.05%	75
2019 Q1	$6.85M	Buy	181,000 +14,364	+9%	+$516K	0.06%	76
2018 Q4	$5.45M	Buy	166,636 +126,072	+311%	+$4.44M	0.05%	71
2018 Q3	$1.58M	Buy	40,564 +7,284	+22%	+$276K	0.01%	84
2018 Q2	$1.2M	Buy	33,280 +2,852	+9%	+$101K	0.01%	77
2018 Q1	$1.03M	Buy	30,428 +3,636	+14%	+$127K	0.01%	73
2017 Q4	$902K	Buy	26,792 +932	+4%	+$30.5K	0.01%	61
2017 Q3	$809K	Buy	25,860 +2,716	+12%	+$83.1K	0.01%	61
2017 Q2	$689K	Sell	23,144 -31,180	-57%	-$915K	0.01%	60
2017 Q1	$1.55M	Buy	54,324 +4,128	+8%	+$114K	0.02%	56
2016 Q4	$1.32M	Sell	50,196 -14,412	-22%	-$374K	0.02%	56
2016 Q3	$1.68M	Buy	64,608 +12,212	+23%	+$318K	0.03%	53
2016 Q2	$1.31M	Sell	52,396 -11,556	-18%	-$289K	0.02%	53
2016 Q1	$1.59M	Buy	63,952 +680	+1%	+$16.1K	0.03%	51
2015 Q4	$1.57M	Sell	63,272 -7,496	-11%	-$187K	0.03%	51
2015 Q3	$1.65M	Buy	70,768 +4,424	+7%	+$109K	0.04%	50
2015 Q2	$1.64M	Buy	66,344 +2,172	+3%	+$54.6K	0.03%	54
2015 Q1	$1.59M	Buy	64,172 +60	+0.1%	+$1.47K	0.03%	54
2014 Q4	$1.53M	Buy	64,112 +1,232	+2%	+$28.8K	0.04%	55
2014 Q3	$1.44M	Buy	62,880 +3,712	+6%	+$85K	0.04%	55
2014 Q2	$1.34M	Sell	59,168 -8,748	-13%	-$192K	0.03%	54
2014 Q1	$1.47M	Sell	67,916 -2,860	-4%	-$61.4K	0.04%	55
2013 Q4	$1.52M	Sell	70,776 -3,900	-5%	-$80K	0.05%	55
2013 Q3	$1.46M	Buy	74,676 +9,812	+15%	+$188K	0.05%	55
2013 Q2	$1.18M	Buy	+64,864	New	+$1.19M	0.04%	56

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

TD Ameritrade Investment Management's IWF Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 70,128 shares — an estimated $4.83M sold.

TD Ameritrade Investment Management first reported a position in IWF in Q2 2013 and held it in 41 quarters. The position peaked at $11.7M in Q4 2021. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

TD Ameritrade Investment Management reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 70,128 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $4.83M.
TD Ameritrade Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 41 quarters.
TD Ameritrade Investment Management's iShares Russell 1000 Growth ETF position peaked at $11.7M in Q4 2021.
1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.