American Portfolios Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

American Portfolios Advisors’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 Q3	$13.6M	Buy	257,792 +193,796	+303%	+$11.4M	0.57%	23
2022 Q2	$3.5M	Buy	63,996 +24,716	+63%	+$1.48M	0.14%	145
2022 Q1	$2.73M	Buy	39,280 +4,356	+12%	+$297K	0.09%	225
2021 Q4	$2.67M	Sell	34,924 -840	-2%	-$62.3K	0.09%	226
2021 Q3	$2.45M	Buy	35,764 +3,716	+12%	+$263K	0.09%	224
2021 Q2	$2.17M	Sell	32,048 -9,020	-22%	-$582K	0.08%	247
2021 Q1	$2.5M	Buy	41,068 +11,104	+37%	+$676K	0.11%	186
2020 Q4	$1.81M	Sell	29,964 -56	-0.2%	-$3.19K	0.09%	210
2020 Q3	$1.63M	Buy	30,020 +3,076	+11%	+$162K	0.09%	197
2020 Q2	$1.29M	Buy	26,944 +160	+0.6%	+$7.05K	0.08%	224
2020 Q1	$1.01M	Sell	26,784 -77,996	-74%	-$3.36M	0.08%	215
2019 Q4	$4.61M	Buy	104,780 +72,968	+229%	+$3.05M	0.33%	70
2019 Q3	$1.27M	Buy	31,812 +1,644	+5%	+$65.9K	0.1%	203
2019 Q2	$1.19M	Sell	30,168 -14,844	-33%	-$574K	0.1%	206
2019 Q1	$1.7M	Buy	45,012 +25,464	+130%	+$915K	0.16%	130
2018 Q4	$640K	Sell	19,548 -92,864	-83%	-$3.27M	0.08%	237
2018 Q3	$4.38M	Buy	112,412 +90,912	+423%	+$3.44M	0.5%	36
2018 Q2	$773K	Buy	21,500 +1,012	+5%	+$35.7K	0.11%	194
2018 Q1	$697K	Buy	20,488 +1,060	+5%	+$37.2K	0.1%	196
2017 Q4	$654K	Buy	+19,428	New	+$637K	0.1%	205

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

American Portfolios Advisors's IWF Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 303% in Q3 2022, buying an estimated $11.4M and bringing the position to 257,792 shares worth $13.6M. The position accounts for 0.57% of the portfolio, ranked #23.

American Portfolios Advisors first reported a position in IWF in Q4 2017 and has held it in 20 quarters since. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

American Portfolios Advisors held 257,792 shares of iShares Russell 1000 Growth ETF worth $13.6M as of Q3 2022.
American Portfolios Advisors bought 193,796 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $11.4M.
iShares Russell 1000 Growth ETF made up 0.57% of American Portfolios Advisors's portfolio in Q3 2022, its #23 holding.
American Portfolios Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 20 quarters since.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.