WR Wealth Planners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

WR Wealth Planners’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	$90K	Buy	896 +424	+90%	+$41.7K	0.03%	247
2024 Q3	$44.3K	Sell	472 -332	-41%	-$30.1K	0.01%	349
2024 Q2	$73.3K	Hold	804	–	–	0.02%	283
2024 Q1	$67.7K	Buy	+804	New	+$64.8K	0.02%	293
2023 Q4	–	Sell	-540	Closed	-$35.9K	–	527
2023 Q3	$35.9K	Buy	540 +260	+93%	+$18K	0.01%	360
2023 Q2	$19.3K	Buy	280 +264	+1,650%	+$16.8K	0.01%	445
2023 Q1	$977	Hold	16	–	–	﹤0.01%	836
2022 Q4	$857	Hold	16	–	–	﹤0.01%	436
2022 Q3	$842	Hold	16	–	–	﹤0.01%	430
2022 Q2	$875	Hold	16	–	–	﹤0.01%	462
2022 Q1	$1.11K	Buy	+16	New	+$1.09K	﹤0.01%	461

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

WR Wealth Planners's IWF Position: Q4 2024 in Review

WR Wealth Planners increased its iShares Russell 1000 Growth ETF (IWF) stake by 90% in Q4 2024, buying an estimated $41.7K and bringing the position to 896 shares worth $90K. The position accounts for 0.03% of the portfolio, ranked #247.

WR Wealth Planners first reported a position in IWF in Q1 2022 and has held it in 11 quarters since. 2,304 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

WR Wealth Planners held 896 shares of iShares Russell 1000 Growth ETF worth $90K as of Q4 2024.
WR Wealth Planners bought 424 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $41.7K.
iShares Russell 1000 Growth ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #247 holding.
WR Wealth Planners first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 11 quarters since.
2,304 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.