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Alexandria Capital’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Alexandria Capital’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
Q3 		$949K Sell
13,852
-828
-6% -$58.6K 0.09% 149
2021
Q2 		$996K Buy
14,680
+8
+0.1% +$516 0.09% 146
2021
Q1 		$891K Sell
14,672
-312
-2% -$19K 0.09% 150
2020
Q4 		$903K Sell
14,984
-12
-0.1% -$683 0.1% 149
2020
Q3 		$813K Buy
14,996
+16
+0.1% +$843 0.1% 152
2020
Q2 		$719K Sell
14,980
-1,104
-7% -$48.7K 0.09% 152
2020
Q1 		$606K Sell
16,084
-1,180
-7% -$50.9K 0.1% 149
2019
Q4 		$759K Buy
17,264
+16
+0.1% +$668 0.1% 150
2019
Q3 		$688K Sell
17,248
-480
-3% -$19.2K 0.1% 150
2019
Q2 		$697K Buy
17,728
+16
+0.1% +$619 0.1% 158
2019
Q1 		$670K Sell
17,712
-380
-2% -$13.7K 0.1% 159
2018
Q4 		$592K Buy
+18,092
New +$638K 0.1% 162
2016
Q1 		– Sell
-716
Closed -$18K – 636
2015
Q4 		$18K Hold
716
– – ﹤0.01% 376
2015
Q3 		$17K Hold
716
– – ﹤0.01% 347
2015
Q2 		$18K Buy
+716
New +$18K ﹤0.01% 353
2013
Q3 		– Sell
-2,188
Closed -$40K – 644
2013
Q2 		$40K Buy
+2,188
New +$40.1K 0.02% 233

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alexandria Capital's IWF Position: Q3 2021 in Review

Alexandria Capital reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q3 2021, selling an estimated $58.6K and leaving 13,852 shares worth $949K. The position accounts for 0.09% of the portfolio, ranked #149.

Alexandria Capital first reported a position in IWF in Q2 2013 and has held it in 16 quarters since. The position peaked at $996K in Q2 2021. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Alexandria Capital held 13,852 shares of iShares Russell 1000 Growth ETF worth $949K as of Q3 2021.
  • Alexandria Capital sold 828 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $58.6K.
  • iShares Russell 1000 Growth ETF made up 0.09% of Alexandria Capital's portfolio in Q3 2021, its #149 holding.
  • Alexandria Capital first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 16 quarters since.
  • Alexandria Capital's iShares Russell 1000 Growth ETF position peaked at $996K in Q2 2021.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Alexandria Capital's 13F filing for Q3 2021, filed 2 Dec 2021.