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

TrustCore Financial Services’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
Q4 		$1.4M Buy
26,116
+10,804
+71% +$594K 0.12% 96
2022
Q3 		$805K Sell
15,312
-26,444
-63% -$1.56M 0.08% 119
2022
Q2 		$2.28M Buy
41,756
+27,768
+199% +$1.67M 0.21% 55
2022
Q1 		$971K Buy
13,988
+5,160
+58% +$352K 0.08% 113
2021
Q4 		$674K Sell
8,828
-4,484
-34% -$332K 0.08% 124
2021
Q3 		$912K Hold
13,312
– – 0.09% 107
2021
Q2 		$903K Sell
13,312
-288
-2% -$18.6K 0.09% 108
2021
Q1 		$826K Hold
13,600
– – 0.1% 113
2020
Q4 		$820K Sell
13,600
-1,152
-8% -$65.6K 0.1% 108
2020
Q3 		$800K Sell
14,752
-460
-3% -$24.2K 0.12% 98
2020
Q2 		$730K Buy
15,212
+1,260
+9% +$55.5K 0.13% 102
2020
Q1 		$525K Hold
13,952
– – 0.12% 112
2019
Q4 		$614K Sell
13,952
-1,276
-8% -$53.3K 0.12% 115
2019
Q3 		$608K Sell
15,228
-1,352
-8% -$54.2K 0.13% 111
2019
Q2 		$652K Sell
16,580
-1,248
-7% -$48.3K 0.15% 101
2019
Q1 		$675K Buy
+17,828
New +$641K 0.19% 71
2018
Q4 		– Sell
-21,120
Closed -$824K – 599
2018
Q3 		$824K Sell
21,120
-2,964
-12% -$112K 0.26% 59
2018
Q2 		$866K Buy
24,084
+3,228
+15% +$114K 0.31% 52
2018
Q1 		$710K Sell
20,856
-192
-0.9% -$6.73K 0.27% 57
2017
Q4 		$709K Buy
+21,048
New +$690K 0.28% 57

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TrustCore Financial Services's IWF Position: Q4 2022 in Review

TrustCore Financial Services increased its iShares Russell 1000 Growth ETF (IWF) stake by 71% in Q4 2022, buying an estimated $594K and bringing the position to 26,116 shares worth $1.4M. The position accounts for 0.12% of the portfolio, ranked #96.

TrustCore Financial Services first reported a position in IWF in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.28M in Q2 2022. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • TrustCore Financial Services held 26,116 shares of iShares Russell 1000 Growth ETF worth $1.4M as of Q4 2022.
  • TrustCore Financial Services bought 10,804 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $594K.
  • iShares Russell 1000 Growth ETF made up 0.12% of TrustCore Financial Services's portfolio in Q4 2022, its #96 holding.
  • TrustCore Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • TrustCore Financial Services's iShares Russell 1000 Growth ETF position peaked at $2.28M in Q2 2022.
  • 1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.