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Atlanta Financial Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Atlanta Financial Associates’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
Q1 		$310K Hold
5,136
– – 0.15% 52
2020
Q4 		$310K Buy
+5,136
New +$292K 0.14% 53
2020
Q2 		– Sell
-7,540
Closed -$284K – 67
2020
Q1 		$284K Buy
+7,540
New +$325K 0.22% 42

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
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlanta Financial Associates's IWF Position: Q1 2021 in Review

Atlanta Financial Associates held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2021 at 5,136 shares worth $310K. The position accounts for 0.15% of the portfolio, ranked #52.

Atlanta Financial Associates first reported a position in IWF in Q1 2020 and has held it in 3 quarters since. 1,472 funds tracked by Wall St. Rank hold IWF as of Q1 2021.

  • Atlanta Financial Associates held 5,136 shares of iShares Russell 1000 Growth ETF worth $310K as of Q1 2021.
  • Atlanta Financial Associates left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2021.
  • iShares Russell 1000 Growth ETF made up 0.15% of Atlanta Financial Associates's portfolio in Q1 2021, its #52 holding.
  • Atlanta Financial Associates first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and has held it in 3 quarters since.
  • 1,472 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.