Arbor Trust Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Arbor Trust Wealth 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	–	Sell	-4,800	Closed	-$262K	–	100
2022 Q2	$262K	Buy	+4,800	New	+$288K	0.18%	84
2022 Q1	–	Sell	-4,800	Closed	-$367K	–	107
2021 Q4	$367K	Sell	4,800 -2,552	-35%	-$189K	0.21%	76
2021 Q3	$504K	Hold	7,352	–	–	0.31%	60
2021 Q2	$499K	Hold	7,352	–	–	0.31%	61
2021 Q1	$447K	Hold	7,352	–	–	0.3%	62
2020 Q4	$443K	Hold	7,352	–	–	0.32%	59
2020 Q3	$399K	Sell	7,352 -112	-2%	-$5.9K	0.35%	59
2020 Q2	$358K	Hold	7,464	–	–	0.32%	63
2020 Q1	$281K	Hold	7,464	–	–	0.3%	66
2019 Q4	$328K	Buy	+7,464	New	+$312K	0.28%	69

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

Arbor Trust Wealth Advisors's IWF Position: Q3 2022 in Review

Arbor Trust Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2022, closing a stake of 4,800 shares — an estimated $262K sold.

Arbor Trust Wealth Advisors first reported a position in IWF in Q4 2019 and held it in 10 quarters. The position peaked at $504K in Q3 2021. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Arbor Trust Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 4,800 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $262K.
Arbor Trust Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 10 quarters.
Arbor Trust Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $504K in Q3 2021.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Arbor Trust Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.