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

VitalStone Financial’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
2024 Q3	$606K	Buy	6,456 +244	+4%	+$22.1K	0.41%	53
2024 Q2	$566K	Buy	6,212 +4	+0.1%	+$342	0.41%	50
2024 Q1	$523K	Sell	6,208 -3,496	-36%	-$282K	0.4%	47
2023 Q4	$735K	Sell	9,704 -32	-0.3%	-$2.26K	0.59%	32
2023 Q3	$686K	Sell	9,736 -3,744	-28%	-$259K	0.58%	31
2023 Q2	$821K	Sell	13,480 -3,084	-19%	-$196K	0.46%	32
2023 Q1	$1.27M	Buy	16,564 +976	+6%	+$56.2K	1.04%	21
2022 Q4	$833K	Buy	+15,588	New	+$857K	0.57%	29

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

VitalStone Financial's IWF Position: Q3 2024 in Review

VitalStone Financial increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.9% in Q3 2024, buying an estimated $22.1K and bringing the position to 6,456 shares worth $606K. The position accounts for 0.41% of the portfolio, ranked #53.

VitalStone Financial first reported a position in IWF in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.27M in Q1 2023. 2,072 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

VitalStone Financial held 6,456 shares of iShares Russell 1000 Growth ETF worth $606K as of Q3 2024.
VitalStone Financial bought 244 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $22.1K.
iShares Russell 1000 Growth ETF made up 0.41% of VitalStone Financial's portfolio in Q3 2024, its #53 holding.
VitalStone Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's iShares Russell 1000 Growth ETF position peaked at $1.27M in Q1 2023.
2,072 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.