Your Advocates Ltd’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Your Advocates Ltd’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 Q4	–	Sell	-200	Closed	-$13.3K	–	257
2023 Q3	$13.3K	Hold	200	–	–	0.01%	97
2023 Q2	$13.8K	Hold	200	–	–	0.01%	114
2023 Q1	$12.2K	Buy	+200	New	+$11.5K	0.01%	91
2022 Q1	–	Sell	-140	Closed	-$11K	–	225
2021 Q4	$11K	Hold	140	–	–	0.01%	87
2021 Q3	$10K	Hold	140	–	–	0.01%	92
2021 Q2	$10K	Hold	140	–	–	0.01%	89
2021 Q1	$9K	Hold	140	–	–	0.01%	89
2020 Q4	$8K	Hold	140	–	–	0.01%	93
2020 Q3	$8K	Hold	140	–	–	0.01%	88
2020 Q2	$7K	Hold	140	–	–	﹤0.01%	92
2020 Q1	$5K	Buy	+140	New	+$6.03K	﹤0.01%	86

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Your Advocates Ltd's IWF Position: Q4 2023 in Review

Your Advocates Ltd sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2023, closing a stake of 200 shares — an estimated $13.3K sold.

Your Advocates Ltd first reported a position in IWF in Q1 2020 and held it in 11 quarters. The position peaked at $13.8K in Q2 2023. 1,957 funds tracked by Wall St. Rank hold IWF as of Q4 2023.

Your Advocates Ltd reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 200 iShares Russell 1000 Growth ETF shares in Q4 2023, an estimated $13.3K.
Your Advocates Ltd first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and held it in 11 quarters.
Your Advocates Ltd's iShares Russell 1000 Growth ETF position peaked at $13.8K in Q2 2023.
1,957 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.