Wintrust Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wintrust Investments’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 Q4	$91K	Buy	908 +40	+5%	+$3.93K	0.08%	174
2024 Q3	$81K	Sell	868 -6,052	-87%	-$549K	0.06%	238
2024 Q2	$631K	Sell	6,920 -436	-6%	-$37.2K	0.05%	259
2024 Q1	$620K	Buy	7,356 +260	+4%	+$20.9K	0.05%	251
2023 Q4	$538K	Buy	7,096 +20	+0.3%	+$1.41K	0.05%	261
2023 Q3	$471K	Sell	7,076 -1,528	-18%	-$106K	0.05%	269
2023 Q2	$592K	Buy	8,604 +140	+2%	+$8.9K	0.06%	245
2023 Q1	$517K	Buy	8,464 +2,240	+36%	+$129K	0.07%	203
2022 Q4	$333K	Sell	6,224 -308	-5%	-$16.9K	0.04%	274
2022 Q3	$344K	Sell	6,532 -1,316	-17%	-$77.4K	0.04%	280
2022 Q2	$429K	Buy	+7,848	New	+$471K	0.05%	246

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wintrust Investments's IWF Position: Q4 2024 in Review

Wintrust Investments increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.6% in Q4 2024, buying an estimated $3.93K and bringing the position to 908 shares worth $91K. The position accounts for 0.08% of the portfolio, ranked #174.

Wintrust Investments first reported a position in IWF in Q2 2022 and has held it in 11 quarters since. The position peaked at $631K in Q2 2024. 2,306 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Wintrust Investments held 908 shares of iShares Russell 1000 Growth ETF worth $91K as of Q4 2024.
Wintrust Investments bought 40 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $3.93K.
iShares Russell 1000 Growth ETF made up 0.08% of Wintrust Investments's portfolio in Q4 2024, its #174 holding.
Wintrust Investments first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 11 quarters since.
Wintrust Investments's iShares Russell 1000 Growth ETF position peaked at $631K in Q2 2024.
2,306 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.