TimeScale Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

TimeScale Financial’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	$57.6K	Hold	836	–	–	0.01%	204
2023 Q1	$51.1K	Buy	836 +4	+0.5%	+$230	0.01%	207
2022 Q4	$43.8K	Hold	832	–	–	0.01%	170
2022 Q3	$44K	Hold	832	–	–	0.01%	169
2022 Q2	$45K	Hold	832	–	–	0.01%	170
2022 Q1	$58K	Hold	832	–	–	0.01%	161
2021 Q4	$63K	Buy	832 +4	+0.5%	+$297	0.01%	161
2021 Q3	$57K	Hold	828	–	–	0.01%	164
2021 Q2	$56K	Buy	828 +284	+52%	+$18.3K	0.01%	167
2021 Q1	$33K	Hold	544	–	–	0.01%	212
2020 Q4	$33K	Hold	544	–	–	0.01%	185
2020 Q3	$30K	Buy	544 +4	+0.7%	+$211	0.01%	186
2020 Q2	$26K	Buy	540 +4	+0.7%	+$176	0.01%	197
2020 Q1	$20K	Sell	536 -1,208	-69%	-$52.1K	0.01%	203
2019 Q4	$76K	Hold	1,744	–	–	0.02%	136
2019 Q3	$70K	Hold	1,744	–	–	0.02%	146
2019 Q2	$69K	Buy	+1,744	New	+$67.5K	0.03%	155

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

TimeScale Financial's IWF Position: Q2 2023 in Review

TimeScale Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2023 at 836 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #204.

TimeScale Financial first reported a position in IWF in Q2 2019 and has held it in 17 quarters since. The position peaked at $76K in Q4 2019. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

TimeScale Financial held 836 shares of iShares Russell 1000 Growth ETF worth $57.6K as of Q2 2023.
TimeScale Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2023.
iShares Russell 1000 Growth ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #204 holding.
TimeScale Financial first reported a position in iShares Russell 1000 Growth ETF in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's iShares Russell 1000 Growth ETF position peaked at $76K in Q4 2019.
1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.