Wipfli Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$467K	Buy	8,876 +4,620	+109%	+$272K	0.03%	236
2022 Q2	$233K	Sell	4,256 -848	-17%	-$50.9K	0.03%	82
2022 Q1	$354K	Buy	+5,104	New	+$348K	0.04%	71

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

Wipfli Financial Advisors's IWF Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 109% in Q3 2022, buying an estimated $272K and bringing the position to 8,876 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #236.

Wipfli Financial Advisors first reported a position in IWF in Q1 2022 and has held it in 3 quarters since. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Wipfli Financial Advisors held 8,876 shares of iShares Russell 1000 Growth ETF worth $467K as of Q3 2022.
Wipfli Financial Advisors bought 4,620 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $272K.
iShares Russell 1000 Growth ETF made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #236 holding.
Wipfli Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 3 quarters since.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.