WFA of San Diego’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WFA of San Diego’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 Q1	–	Sell	-424	Closed	-$22.7K	–	236
2022 Q4	$22.7K	Buy	+424	New	+$23.3K	0.02%	276
2022 Q3	–	Sell	-424	Closed	-$23K	–	233
2022 Q2	$23K	Buy	+424	New	+$25.5K	0.02%	212
2022 Q1	–	Sell	-1,588	Closed	-$121K	–	120
2021 Q4	$121K	Hold	1,588	–	–	0.07%	152
2021 Q3	$109K	Buy	+1,588	New	+$112K	0.08%	139
2021 Q1	–	Sell	-680	Closed	-$241	–	108
2020 Q4	$241	Buy	+680	New	+$38.7K	0.06%	37
2020 Q3	–	Sell	-5,792	Closed	-$265K	–	160
2020 Q2	$265K	Buy	+5,792	New	+$255K	0.06%	214

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

WFA of San Diego's IWF Position: Q1 2023 in Review

WFA of San Diego sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 424 shares — an estimated $22.7K sold.

WFA of San Diego first reported a position in IWF in Q2 2020 and held it in 6 quarters. The position peaked at $265K in Q2 2020. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

WFA of San Diego reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
WFA of San Diego sold 424 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $22.7K.
WFA of San Diego first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and held it in 6 quarters.
WFA of San Diego's iShares Russell 1000 Growth ETF position peaked at $265K in Q2 2020.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.