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

Altium Wealth Management’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	$1.61M	Buy	29,372 +252	+0.9%	+$15.1K	0.12%	108
2022 Q1	$2.02M	Buy	29,120 +1,076	+4%	+$73.5K	0.13%	89
2021 Q4	$2.14M	Buy	28,044 +1,828	+7%	+$136K	0.14%	85
2021 Q3	$1.8M	Hold	26,216	–	–	0.13%	89
2021 Q2	$1.78M	Sell	26,216 -188	-0.7%	-$12.1K	0.13%	89
2021 Q1	$1.6M	Sell	26,404 -688	-3%	-$41.9K	0.13%	90
2020 Q4	$1.63M	Buy	27,092 +7,936	+41%	+$452K	0.14%	80
2020 Q3	$1.04M	Sell	19,156 -100	-0.5%	-$5.27K	0.11%	93
2020 Q2	$924K	Buy	19,256 +1,584	+9%	+$69.8K	0.1%	98
2020 Q1	$666K	Sell	17,672 -1,264	-7%	-$54.5K	0.09%	110
2019 Q4	$833K	Buy	18,936 +96	+0.5%	+$4.01K	0.1%	115
2019 Q3	$752K	Buy	18,840 +2,788	+17%	+$112K	0.1%	121
2019 Q2	$631K	Sell	16,052 -2,112	-12%	-$81.7K	0.09%	141
2019 Q1	$687K	Sell	18,164 -640	-3%	-$23K	0.11%	127
2018 Q4	$615K	Sell	18,804 -6,080	-24%	-$214K	0.12%	126
2018 Q3	$970K	Sell	24,884 -4,860	-16%	-$184K	0.19%	85
2018 Q2	$1.07M	Buy	29,744 +172	+0.6%	+$6.07K	0.29%	68
2018 Q1	$1.01M	Buy	29,572 +4	+0%	+$140	0.4%	44
2017 Q4	$995K	Buy	+29,568	New	+$969K	0.46%	43

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Altium Wealth Management's IWF Position: Q2 2022 in Review

Altium Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.87% in Q2 2022, buying an estimated $15.1K and bringing the position to 29,372 shares worth $1.61M. The position accounts for 0.12% of the portfolio, ranked #108.

Altium Wealth Management first reported a position in IWF in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.14M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

Altium Wealth Management held 29,372 shares of iShares Russell 1000 Growth ETF worth $1.61M as of Q2 2022.
Altium Wealth Management bought 252 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $15.1K.
iShares Russell 1000 Growth ETF made up 0.12% of Altium Wealth Management's portfolio in Q2 2022, its #108 holding.
Altium Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's iShares Russell 1000 Growth ETF position peaked at $2.14M in Q4 2021.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.