AWM
IWF icon

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

Argent 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
2020
Q2 		$12M Sell
225,424
-7,020
-3% -$309K 1.99% 14
2020
Q1 		$9.02M Buy
232,444
+8,200
+4% +$353K 1.83% 13
2019
Q4 		$9.86M Buy
+224,244
New +$9.36M 1.65% 13

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Argent Wealth Management's IWF Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q2 2020, selling an estimated $309K and leaving 225,424 shares worth $12M. The position accounts for 1.99% of the portfolio, ranked #14.

Argent Wealth Management first reported a position in IWF in Q4 2019 and has held it in 3 quarters since. 1,292 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

  • Argent Wealth Management held 225,424 shares of iShares Russell 1000 Growth ETF worth $12M as of Q2 2020.
  • Argent Wealth Management sold 7,020 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $309K.
  • iShares Russell 1000 Growth ETF made up 1.99% of Argent Wealth Management's portfolio in Q2 2020, its #14 holding.
  • Argent Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 3 quarters since.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.