Wells Trecaso Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wells Trecaso Financial Group’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	–	Sell	-2,196	Closed	-$200K	–	93
2024 Q2	$200K	Sell	2,196 -700	-24%	-$59.8K	0.07%	89
2024 Q1	$244K	Sell	2,896 -400	-12%	-$32.2K	0.09%	86
2023 Q4	$250K	Sell	3,296 -600	-15%	-$42.4K	0.1%	76
2023 Q3	$259K	Buy	3,896 +28	+0.7%	+$1.93K	0.12%	78
2023 Q2	$266K	Buy	+3,868	New	+$246K	0.11%	75
2018 Q4	–	Sell	-17,940	Closed	-$700K	–	73
2018 Q3	$700K	Sell	17,940 -44	-0.2%	-$1.67K	0.58%	37
2018 Q2	$647K	Hold	17,984	–	–	0.61%	34
2018 Q1	$612K	Buy	+17,984	New	+$630K	0.58%	35

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

Wells Trecaso Financial Group's IWF Position: Q3 2024 in Review

Wells Trecaso Financial Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 2,196 shares — an estimated $200K sold.

Wells Trecaso Financial Group first reported a position in IWF in Q1 2018 and held it in 8 quarters. The position peaked at $700K in Q3 2018. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Wells Trecaso Financial Group reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Wells Trecaso Financial Group sold 2,196 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $200K.
Wells Trecaso Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and held it in 8 quarters.
Wells Trecaso Financial Group's iShares Russell 1000 Growth ETF position peaked at $700K in Q3 2018.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2024, filed 25 Oct 2024.