20/20 Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

20/20 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
2021 Q2	$1.31M	Sell	19,320 -608	-3%	-$39.2K	0.34%	61
2021 Q1	$1.21M	Sell	19,928 -16	-0.1%	-$974	0.35%	63
2020 Q4	$1.24M	Buy	19,944 +604	+3%	+$34.4K	0.36%	64
2020 Q3	$1.05M	Buy	19,340 +2,400	+14%	+$126K	0.39%	55
2020 Q2	$895K	Sell	16,940 -536	-3%	-$23.6K	0.35%	62
2020 Q1	$762K	Sell	17,476 -864	-5%	-$37.2K	0.34%	57
2019 Q4	$860K	Buy	+18,340	New	+$766K	0.35%	58

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

20/20 Capital Management's IWF Position: Q2 2021 in Review

20/20 Capital Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.1% in Q2 2021, selling an estimated $39.2K and leaving 19,320 shares worth $1.31M. The position accounts for 0.34% of the portfolio, ranked #61.

20/20 Capital Management first reported a position in IWF in Q4 2019 and has held it in 7 quarters since. 1,518 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

20/20 Capital Management held 19,320 shares of iShares Russell 1000 Growth ETF worth $1.31M as of Q2 2021.
20/20 Capital Management sold 608 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $39.2K.
iShares Russell 1000 Growth ETF made up 0.34% of 20/20 Capital Management's portfolio in Q2 2021, its #61 holding.
20/20 Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 7 quarters since.
1,518 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.