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Zullo Investment Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-292
Closed -$15.6K – 431
2022
Q4 		$15.6K Hold
292
– – 0.01% 429
2022
Q3 		$15K Sell
292
-116
-28% -$6.82K 0.01% 434
2022
Q2 		$22K Hold
408
– – 0.01% 387
2022
Q1 		$28K Hold
408
– – 0.01% 381
2021
Q4 		$31K Buy
+408
New +$30.2K 0.02% 361

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Zullo Investment Group's IWF Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2023, closing a stake of 292 shares — an estimated $15.6K sold.

Zullo Investment Group first reported a position in IWF in Q4 2021 and held it in 5 quarters. The position peaked at $31K in Q4 2021. 1,696 funds tracked by Wall St. Rank hold IWF as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 292 iShares Russell 1000 Growth ETF shares in Q1 2023, an estimated $15.6K.
  • Zullo Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares Russell 1000 Growth ETF position peaked at $31K in Q4 2021.
  • 1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.