Atlas Private Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-376	Closed	-$26K	–	427
2021 Q3	$26K	Hold	376	–	–	0.01%	310
2021 Q2	$26K	Buy	+376	New	+$24.2K	0.01%	319

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Atlas Private Wealth Advisors's IWF Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2021, closing a stake of 376 shares — an estimated $26K sold.

Atlas Private Wealth Advisors first reported a position in IWF in Q2 2021 and held it in 2 quarters. The position peaked at $26K in Q3 2021. 1,743 funds tracked by Wall St. Rank hold IWF as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 376 iShares Russell 1000 Growth ETF shares in Q4 2021, an estimated $26K.
Atlas Private Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q2 2021 and held it in 2 quarters.
Atlas Private Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $26K in Q3 2021.
1,743 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.