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

Advisor 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
2019
Q4 		$48.6M Buy
1,104,416
+14,504
+1% +$606K 0.34% 53
2019
Q3 		$43.5M Buy
1,089,912
+29,496
+3% +$1.18M 0.32% 58
2019
Q2 		$41.7M Sell
1,060,416
-9,372
-0.9% -$363K 0.32% 59
2019
Q1 		$40.5M Buy
1,069,788
+119,060
+13% +$4.28M 0.33% 59
2018
Q4 		$31.1M Buy
950,728
+144,400
+18% +$5.09M 0.31% 62
2018
Q3 		$31.4M Buy
806,328
+190,816
+31% +$7.23M 0.32% 60
2018
Q2 		$22.1M Sell
615,512
-76,912
-11% -$2.71M 0.3% 69
2018
Q1 		$23.6M Sell
692,424
-31,848
-4% -$1.12M 0.32% 59
2017
Q4 		$24.4M Buy
724,272
+104,428
+17% +$3.42M 0.33% 62
2017
Q3 		$19.4M Buy
619,844
+20,576
+3% +$630K 0.3% 62
2017
Q2 		$17.8M Buy
599,268
+44,636
+8% +$1.31M 0.31% 59
2017
Q1 		$15.8M Buy
554,632
+33,140
+6% +$919K 0.32% 56
2016
Q4 		$13.7M Buy
521,492
+43,764
+9% +$1.14M 0.31% 60
2016
Q3 		$12.4M Sell
477,728
-22,876
-5% -$595K 0.3% 69
2016
Q2 		$12.6M Buy
+500,604
New +$12.5M 0.33% 56

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Advisor Group's IWF Position: Q4 2019 in Review

Advisor Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.3% in Q4 2019, buying an estimated $606K and bringing the position to 1,104,416 shares worth $48.6M. The position accounts for 0.34% of the portfolio, ranked #53.

Advisor Group first reported a position in IWF in Q2 2016 and has held it in 15 quarters since. 1,285 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

  • Advisor Group held 1,104,416 shares of iShares Russell 1000 Growth ETF worth $48.6M as of Q4 2019.
  • Advisor Group bought 14,504 iShares Russell 1000 Growth ETF shares in Q4 2019, an estimated $606K.
  • iShares Russell 1000 Growth ETF made up 0.34% of Advisor Group's portfolio in Q4 2019, its #53 holding.
  • Advisor Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • 1,285 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.