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Vigilare Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vigilare 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
2022
Q4 		– Sell
-17,392
Closed -$915K – 110
2022
Q3 		$915K Buy
+17,392
New +$1.02M 1.18% 22

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $374B AUM 17.66% 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

Vigilare Wealth Management's IWF Position: Q4 2022 in Review

Vigilare Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2022, closing a stake of 17,392 shares — an estimated $915K sold.

Vigilare Wealth Management first reported a position in IWF in Q3 2022 and held it in 1 quarter. The position peaked at $915K in Q3 2022. 1,689 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

  • Vigilare Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Vigilare Wealth Management sold 17,392 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $915K.
  • Vigilare Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and held it in 1 quarter.
  • Vigilare Wealth Management's iShares Russell 1000 Growth ETF position peaked at $915K in Q3 2022.
  • 1,689 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Vigilare Wealth Management's 13F filing for Q4 2022, filed 11 Jan 2023.