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

Wealth Management Solutions’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 Q3	$450K	Hold	6,760	–	–	0.31%	44
2023 Q2	$465K	Buy	6,760 +8	+0.1%	+$509	0.3%	41
2023 Q1	$412K	Sell	6,752 -956	-12%	-$55.1K	0.24%	50
2022 Q4	$413K	Sell	7,708 -2,860	-27%	-$157K	0.22%	57
2022 Q3	$556K	Buy	10,568 +240	+2%	+$14.1K	0.32%	33
2022 Q2	$565K	Sell	10,328 -332	-3%	-$19.9K	0.32%	38
2022 Q1	$740K	Sell	10,660 -916	-8%	-$62.5K	0.38%	39
2021 Q4	$884K	Buy	+11,576	New	+$858K	0.45%	39

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

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

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

Wealth Management Solutions's IWF Position: Q3 2023 in Review

Wealth Management Solutions held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2023 at 6,760 shares worth $450K. The position accounts for 0.31% of the portfolio, ranked #44.

Wealth Management Solutions first reported a position in IWF in Q4 2021 and has held it in 8 quarters since. The position peaked at $884K in Q4 2021. 1,776 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Wealth Management Solutions held 6,760 shares of iShares Russell 1000 Growth ETF worth $450K as of Q3 2023.
Wealth Management Solutions left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2023.
iShares Russell 1000 Growth ETF made up 0.31% of Wealth Management Solutions's portfolio in Q3 2023, its #44 holding.
Wealth Management Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's iShares Russell 1000 Growth ETF position peaked at $884K in Q4 2021.
1,776 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.