Ziegler Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Ziegler Capital Management’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 Q1	$335K	Hold	3,976	–	–	0.01%	366
2023 Q4	$301K	Sell	3,976 -152	-4%	-$10.7K	0.01%	381
2023 Q3	$274K	Buy	4,128 +152	+4%	+$10.5K	0.01%	379
2023 Q2	$274K	Hold	3,976	–	–	0.01%	384
2023 Q1	$243K	Hold	3,976	–	–	0.01%	389
2022 Q4	$213K	Sell	3,976 -604	-13%	-$33.2K	0.01%	385
2022 Q3	$241K	Buy	4,580 +216	+5%	+$12.7K	0.01%	374
2022 Q2	$239K	Buy	+4,364	New	+$262K	0.01%	373

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 $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Ziegler Capital Management's IWF Position: Q1 2024 in Review

Ziegler Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2024 at 3,976 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #366.

Ziegler Capital Management first reported a position in IWF in Q2 2022 and has held it in 8 quarters since. 1,963 funds tracked by Wall St. Rank hold IWF as of Q1 2024.

Ziegler Capital Management held 3,976 shares of iShares Russell 1000 Growth ETF worth $335K as of Q1 2024.
Ziegler Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2024.
iShares Russell 1000 Growth ETF made up 0.01% of Ziegler Capital Management's portfolio in Q1 2024, its #366 holding.
Ziegler Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2022 and has held it in 8 quarters since.
1,963 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.