Triumph Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Triumph Capital 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	–	Sell	-3,232	Closed	-$215K	–	238
2023 Q3	$215K	Hold	3,232	–	–	0.1%	194
2023 Q2	$222K	Sell	3,232 -60	-2%	-$3.81K	0.1%	191
2023 Q1	$201K	Buy	+3,292	New	+$190K	0.1%	178
2022 Q3	–	Sell	-3,668	Closed	-$201K	–	214
2022 Q2	$201K	Buy	3,668 +76	+2%	+$4.56K	0.11%	179
2022 Q1	$249K	Buy	3,592 +200	+6%	+$13.7K	0.11%	185
2021 Q4	$259K	Buy	3,392 +160	+5%	+$11.9K	0.11%	165
2021 Q3	$221K	Sell	3,232 -24	-0.7%	-$1.7K	0.1%	172
2021 Q2	$227K	Buy	+3,256	New	+$210K	0.13%	153

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

Triumph Capital Management's IWF Position: Q4 2023 in Review

Triumph Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 3,232 shares — an estimated $215K sold.

Triumph Capital Management first reported a position in IWF in Q2 2021 and held it in 8 quarters. The position peaked at $259K in Q4 2021. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Triumph Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Triumph Capital Management sold 3,232 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $215K.
Triumph Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and held it in 8 quarters.
Triumph Capital Management's iShares Russell 1000 Growth ETF position peaked at $259K in Q4 2021.
1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Triumph Capital Management's 13F filing for Q4 2023, filed 5 Feb 2024.