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Vantage Financial Partners (Illinois)’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vantage Financial Partners (Illinois)’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
Q1 		– Sell
-32,832
Closed -$1.76M – 93
2022
Q4 		$1.76M Buy
+32,832
New +$1.81M 1.01% 20

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s IWF Position: Q1 2023 in Review

Vantage Financial Partners (Illinois) sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 32,832 shares — an estimated $1.76M sold.

Vantage Financial Partners (Illinois) first reported a position in IWF in Q4 2022 and held it in 1 quarter. The position peaked at $1.76M in Q4 2022. 1,697 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

  • Vantage Financial Partners (Illinois) reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 32,832 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $1.76M.
  • Vantage Financial Partners (Illinois) first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Vantage Financial Partners (Illinois)'s iShares Russell 1000 Growth ETF position peaked at $1.76M in Q4 2022.
  • 1,697 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q1 2023, filed 4 May 2023.