WESPAC Advisors SoCal’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WESPAC Advisors SoCal’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	–	Sell	-13,060	Closed	-$898K	–	90
2023 Q2	$898K	Hold	13,060	–	–	0.31%	49
2023 Q1	$798K	Hold	13,060	–	–	0.28%	55
2022 Q4	$699K	Hold	13,060	–	–	0.26%	59
2022 Q3	$727K	Buy	+13,060	New	+$768K	0.3%	48
2020 Q4	–	Sell	-4,060	Closed	-$228K	–	81
2020 Q3	$228K	Hold	4,060	–	–	0.11%	66
2020 Q2	$205K	Buy	+4,060	New	+$179K	0.09%	74
2020 Q1	–	Sell	-5,660	Closed	-$249K	–	85
2019 Q4	$249K	Sell	5,660 -640	-10%	-$26.7K	0.12%	75
2019 Q3	$251K	Hold	6,300	–	–	0.12%	73
2019 Q2	$247K	Sell	6,300 -900	-13%	-$34.8K	0.13%	76
2019 Q1	$272K	Buy	+7,200	New	+$259K	0.15%	71
2018 Q4	–	Hold	0	–	–	–	29
2018 Q3	–	Hold	0	–	–	–	103
2018 Q2	–	Sell	-800	Closed	-$27K	–	171
2018 Q1	$27K	Hold	800	–	–	0.02%	140
2017 Q4	$26K	Buy	+800	New	+$26.2K	0.01%	143

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

WESPAC Advisors SoCal's IWF Position: Q3 2023 in Review

WESPAC Advisors SoCal sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 13,060 shares — an estimated $898K sold.

WESPAC Advisors SoCal first reported a position in IWF in Q4 2017 and held it in 12 quarters. The position peaked at $898K in Q2 2023. 1,775 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

WESPAC Advisors SoCal reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
WESPAC Advisors SoCal sold 13,060 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $898K.
WESPAC Advisors SoCal first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and held it in 12 quarters.
WESPAC Advisors SoCal's iShares Russell 1000 Growth ETF position peaked at $898K in Q2 2023.
1,775 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2023, filed 9 Nov 2023.