Advocacy Wealth Management Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Advocacy Wealth Management Services’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	–	Sell	-170,704	Closed	-$10.5M	–	205
2021 Q1	$10.5M	Sell	170,704 -6,052	-3%	-$368K	2.11%	8
2020 Q4	$10.7M	Buy	176,756 +41,936	+31%	+$2.39M	1.59%	11
2020 Q3	$7.4M	Buy	134,820 +26,676	+25%	+$1.41M	1.19%	12
2020 Q2	$5.19M	Buy	108,144 +19,996	+23%	+$881K	1.05%	14
2020 Q1	$3.18M	Buy	88,148 +60,804	+222%	+$2.62M	0.7%	14
2019 Q4	$1.2M	Buy	27,344 +13,460	+97%	+$562K	0.34%	22
2019 Q3	$554K	Buy	+13,884	New	+$557K	0.37%	21
2017 Q3	–	Sell	-3,472	Closed	-$103K	–	275
2017 Q2	$103K	Buy	+3,472	New	+$102K	0.04%	44

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 $374B AUM 17.66% 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

Advocacy Wealth Management Services's IWF Position: Q2 2021 in Review

Advocacy Wealth Management Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2021, closing a stake of 170,704 shares — an estimated $10.5M sold.

Advocacy Wealth Management Services first reported a position in IWF in Q2 2017 and held it in 8 quarters. The position peaked at $10.7M in Q4 2020. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

Advocacy Wealth Management Services reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 170,704 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $10.5M.
Advocacy Wealth Management Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and held it in 8 quarters.
Advocacy Wealth Management Services's iShares Russell 1000 Growth ETF position peaked at $10.7M in Q4 2020.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2021, filed 2 Jul 2021.