Tilia Fiduciary Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tilia Fiduciary 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 Q3	–	Sell	-408	Closed	-$28.1K	–	276
2023 Q2	$28.1K	Hold	408	–	–	0.03%	267
2023 Q1	$24.9K	Hold	408	–	–	0.02%	274
2022 Q4	$21.9K	Hold	408	–	–	0.02%	277
2022 Q3	$21K	Hold	408	–	–	0.02%	282
2022 Q2	$23K	Hold	408	–	–	0.02%	279
2022 Q1	$28K	Hold	408	–	–	0.02%	273
2021 Q4	$31K	Buy	+408	New	+$30.2K	0.02%	271

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

Tilia Fiduciary Partners's IWF Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 408 shares — an estimated $28.1K sold.

Tilia Fiduciary Partners first reported a position in IWF in Q4 2021 and held it in 7 quarters. The position peaked at $31K in Q4 2021. 1,776 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 408 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $28.1K.
Tilia Fiduciary Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares Russell 1000 Growth ETF position peaked at $31K in Q4 2021.
1,776 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.