Ten Capital Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-332	Closed	-$20.3K	–	362
2023 Q1	$20.3K	Hold	332	–	–	0.01%	306
2022 Q4	$17.8K	Hold	332	–	–	0.01%	269
2022 Q3	$17K	Hold	332	–	–	0.01%	257
2022 Q2	$18K	Sell	332 -468	-59%	-$28.1K	0.01%	213
2022 Q1	$56K	Hold	800	–	–	0.02%	141
2021 Q4	$61K	Buy	800 +468	+141%	+$34.7K	0.02%	117
2021 Q3	$23K	Hold	332	–	–	0.01%	193
2021 Q2	$23K	Hold	332	–	–	0.01%	242
2021 Q1	$20K	Sell	332 -52	-14%	-$3.17K	﹤0.01%	224
2020 Q4	$23K	Buy	+384	New	+$21.9K	0.01%	208

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

Ten Capital Wealth Advisors's IWF Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2023, closing a stake of 332 shares — an estimated $20.3K sold.

Ten Capital Wealth Advisors first reported a position in IWF in Q4 2020 and held it in 10 quarters. The position peaked at $61K in Q4 2021. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 332 iShares Russell 1000 Growth ETF shares in Q2 2023, an estimated $20.3K.
Ten Capital Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $61K in Q4 2021.
1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.