AdvicePeriod’s iShares Russell 1000 Growth ETF IWF Stock Holding History

AdvicePeriod’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	$9.68M	Buy	142,568 +24,732	+21%	+$1.59M	0.63%	34
2021 Q1	$7.16M	Buy	117,836 +2,308	+2%	+$140K	0.51%	39
2020 Q4	$6.96M	Buy	115,528 +3,252	+3%	+$185K	0.53%	38
2020 Q3	$6.09M	Sell	112,276 -1,248	-1%	-$65.7K	0.55%	38
2020 Q2	$5.45M	Sell	113,524 -108	-0.1%	-$4.76K	0.59%	36
2020 Q1	$4.28M	Sell	113,632 -10,952	-9%	-$472K	0.45%	45
2019 Q4	$5.48M	Buy	124,584 +956	+0.8%	+$39.9K	0.48%	41
2019 Q3	$4.93M	Sell	123,628 -6,276	-5%	-$252K	0.46%	41
2019 Q2	$5.11M	Buy	129,904 +14,812	+13%	+$573K	0.48%	37
2019 Q1	$4.36M	Buy	115,092 +4,852	+4%	+$174K	0.42%	41
2018 Q4	$3.61M	Sell	110,240 -4,752	-4%	-$168K	0.41%	39
2018 Q3	$4.48M	Buy	114,992 +6,108	+6%	+$231K	0.49%	36
2018 Q2	$3.91M	Buy	108,884 +21,580	+25%	+$762K	0.62%	27
2018 Q1	$2.97M	Buy	87,304 +11,372	+15%	+$399K	0.51%	28
2017 Q4	$2.56M	Buy	+75,932	New	+$2.49M	0.49%	31

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AdvicePeriod's IWF Position: Q2 2021 in Review

AdvicePeriod increased its iShares Russell 1000 Growth ETF (IWF) stake by 21% in Q2 2021, buying an estimated $1.59M and bringing the position to 142,568 shares worth $9.68M. The position accounts for 0.63% of the portfolio, ranked #34.

AdvicePeriod first reported a position in IWF in Q4 2017 and has held it in 15 quarters since. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

AdvicePeriod held 142,568 shares of iShares Russell 1000 Growth ETF worth $9.68M as of Q2 2021.
AdvicePeriod bought 24,732 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $1.59M.
iShares Russell 1000 Growth ETF made up 0.63% of AdvicePeriod's portfolio in Q2 2021, its #34 holding.
AdvicePeriod first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 15 quarters since.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.