Union Investments & Development’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Union Investments & Development’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	-372,200	Closed	-$24.8M	–	45
2023 Q3	$24.8M	Sell	372,200 -79,680	-18%	-$5.5M	13.32%	3
2023 Q2	$31.1M	Buy	+451,880	New	+$28.7M	15.36%	3
2022 Q4	–	Sell	-451,880	Closed	-$23.8M	–	52
2022 Q3	$23.8M	Hold	451,880	–	–	10.7%	4
2022 Q2	$24.7M	Hold	451,880	–	–	11.01%	4
2022 Q1	$31.4M	Hold	451,880	–	–	11.26%	4
2021 Q4	$34.5M	Buy	+451,880	New	+$33.5M	11.56%	4

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

Union Investments & Development's IWF Position: Q4 2023 in Review

Union Investments & Development sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 372,200 shares — an estimated $24.8M sold.

Union Investments & Development first reported a position in IWF in Q4 2021 and held it in 6 quarters. The position peaked at $34.5M in Q4 2021. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Union Investments & Development reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Union Investments & Development sold 372,200 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $24.8M.
Union Investments & Development first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 6 quarters.
Union Investments & Development's iShares Russell 1000 Growth ETF position peaked at $34.5M in Q4 2021.
1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Union Investments & Development's 13F filing for Q4 2023, filed 13 Feb 2024.