Traverso Chambers Private Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Traverso Chambers Private 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
2023 Q4	$2.2M	Sell	28,976 -568	-2%	-$40.2K	0.53%	31
2023 Q3	$1.96M	Sell	29,544 -120	-0.4%	-$8.29K	0.53%	31
2023 Q2	$2.04M	Buy	29,664 +44	+0.1%	+$2.8K	0.54%	31
2023 Q1	$1.81M	Sell	29,620 -16	-0.1%	-$922	0.5%	30
2022 Q4	$1.59M	Buy	29,636 +8	+0%	+$440	0.46%	34
2022 Q3	$1.56M	Buy	29,628 +12	+0%	+$706	0.48%	32
2022 Q2	$1.62M	Buy	29,616 +68	+0.2%	+$4.08K	0.54%	27
2022 Q1	$2.05M	Sell	29,548 -196	-0.7%	-$13.4K	0.61%	28
2021 Q4	$2.27M	Sell	29,744 -92	-0.3%	-$6.82K	0.67%	25
2021 Q3	$2.04M	Sell	29,836 -116	-0.4%	-$8.21K	0.64%	25
2021 Q2	$2.03M	Buy	29,952 +4	+0%	+$258	0.64%	24
2021 Q1	$1.82M	Sell	29,948 -1,944	-6%	-$118K	0.61%	25
2020 Q4	$1.92M	Sell	31,892 -2,364	-7%	-$135K	0.69%	22
2020 Q3	$1.86M	Sell	34,256 -2,712	-7%	-$143K	0.72%	22
2020 Q2	$1.77M	Sell	36,968 -152	-0.4%	-$6.7K	0.74%	21
2020 Q1	$1.4M	Sell	37,120 -144	-0.4%	-$6.21K	0.66%	25
2019 Q4	$1.64M	Sell	37,264 -628	-2%	-$26.2K	0.7%	24
2019 Q3	$1.51M	Sell	37,892 -364	-1%	-$14.6K	0.72%	21
2019 Q2	$1.53M	Buy	38,256 +68	+0.2%	+$2.63K	0.75%	24
2019 Q1	$1.45M	Buy	38,188 +276	+0.7%	+$9.92K	0.71%	24
2018 Q4	$1.24M	Buy	+37,912	New	+$1.34M	0.67%	25

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Traverso Chambers Private Wealth Management's IWF Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.9% in Q4 2023, selling an estimated $40.2K and leaving 28,976 shares worth $2.2M. The position accounts for 0.53% of the portfolio, ranked #31.

Traverso Chambers Private Wealth Management first reported a position in IWF in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.27M in Q4 2021. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Traverso Chambers Private Wealth Management held 28,976 shares of iShares Russell 1000 Growth ETF worth $2.2M as of Q4 2023.
Traverso Chambers Private Wealth Management sold 568 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $40.2K.
iShares Russell 1000 Growth ETF made up 0.53% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #31 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.27M in Q4 2021.
1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.