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

Advisor Partners’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
2022 Q2	$389K	Sell	7,116 -1,472	-17%	-$88.4K	0.03%	557
2022 Q1	$596K	Buy	8,588 +172	+2%	+$11.7K	0.04%	458
2021 Q4	$643K	Buy	8,416 +1,384	+20%	+$103K	0.04%	444
2021 Q3	$482K	Sell	7,032 -1,340	-16%	-$94.8K	0.03%	498
2021 Q2	$568K	Hold	8,372	–	–	0.04%	463
2021 Q1	$509K	Hold	8,372	–	–	0.04%	478
2020 Q4	$505K	Buy	8,372 +612	+8%	+$34.8K	0.04%	450
2020 Q3	$420K	Buy	7,760 +2,544	+49%	+$134K	0.04%	442
2020 Q2	$251K	Buy	+5,216	New	+$230K	0.02%	574
2020 Q1	–	Sell	-5,216	Closed	-$237K	–	662
2019 Q4	$237K	Sell	5,216 -540	-9%	-$22.5K	0.02%	556
2019 Q3	$230K	Buy	+5,756	New	+$231K	0.03%	573

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Advisor Partners's IWF Position: Q2 2022 in Review

Advisor Partners reduced its iShares Russell 1000 Growth ETF (IWF) stake by 17% in Q2 2022, selling an estimated $88.4K and leaving 7,116 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #557.

Advisor Partners first reported a position in IWF in Q3 2019 and has held it in 11 quarters since. The position peaked at $643K in Q4 2021. 1,595 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Advisor Partners held 7,116 shares of iShares Russell 1000 Growth ETF worth $389K as of Q2 2022.
Advisor Partners sold 1,472 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $88.4K.
iShares Russell 1000 Growth ETF made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #557 holding.
Advisor Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2019 and has held it in 11 quarters since.
Advisor Partners's iShares Russell 1000 Growth ETF position peaked at $643K in Q4 2021.
1,595 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.