Titus Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Titus Wealth 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
2022 Q2	$5.43M	Buy	99,348 +52	+0.1%	+$3.12K	2.72%	10
2022 Q1	$6.89M	Buy	99,296 +4,380	+5%	+$299K	3.11%	8
2021 Q4	$7.25M	Buy	94,916 +320	+0.3%	+$23.7K	3.27%	7
2021 Q3	$6.48M	Buy	94,596 +1,588	+2%	+$112K	3.4%	7
2021 Q2	$6.31M	Buy	93,008 +1,836	+2%	+$118K	3.42%	8
2021 Q1	$5.54M	Buy	91,172 +5,460	+6%	+$332K	3.24%	8
2020 Q4	$5.17M	Buy	85,712 +3,536	+4%	+$201K	3.17%	8
2020 Q3	$4.46M	Buy	82,176 +1,716	+2%	+$90.4K	3.18%	9
2020 Q2	$3.86M	Buy	80,460 +320	+0.4%	+$14.1K	3.04%	8
2020 Q1	$3.02M	Sell	80,140 -1,708	-2%	-$73.6K	2.85%	9
2019 Q4	$3.6M	Sell	81,848 -76	-0.1%	-$3.17K	3.61%	6
2019 Q3	$3.27M	Buy	81,924 +3,672	+5%	+$147K	2.99%	8
2019 Q2	$3.08M	Sell	78,252 -5,660	-7%	-$219K	3.04%	7
2019 Q1	$3.17K	Sell	83,912 -9,516	-10%	-$342K	2.8%	8
2018 Q4	$3.06K	Sell	93,428 -1,220	-1%	-$43K	2.61%	8
2018 Q3	$3.69M	Buy	94,648 +5,048	+6%	+$191K	3.18%	9
2018 Q2	$3.22M	Sell	89,600 -1,168	-1%	-$41.2K	3.44%	8
2018 Q1	$3.09M	Buy	90,768 +3,996	+5%	+$140K	2.98%	9
2017 Q4	$2.92M	Buy	+86,772	New	+$2.84M	3.3%	9

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

Titus Wealth Management's IWF Position: Q2 2022 in Review

Titus Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q2 2022, buying an estimated $3.12K and bringing the position to 99,348 shares worth $5.43M. The position accounts for 2.72% of the portfolio, ranked #10.

Titus Wealth Management first reported a position in IWF in Q4 2017 and has held it in 19 quarters since. The position peaked at $7.25M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Titus Wealth Management held 99,348 shares of iShares Russell 1000 Growth ETF worth $5.43M as of Q2 2022.
Titus Wealth Management bought 52 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $3.12K.
iShares Russell 1000 Growth ETF made up 2.72% of Titus Wealth Management's portfolio in Q2 2022, its #10 holding.
Titus Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 19 quarters since.
Titus Wealth Management's iShares Russell 1000 Growth ETF position peaked at $7.25M in Q4 2021.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.