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

Atlas Private 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
2021 Q2	–	Sell	-944	Closed	-$57K	–	241
2021 Q1	$57K	Hold	944	–	–	0.04%	176
2020 Q4	$57K	Hold	944	–	–	0.04%	178
2020 Q3	$51K	Hold	944	–	–	0.04%	184
2020 Q2	$45K	Hold	944	–	–	0.04%	201
2020 Q1	$36K	Hold	944	–	–	0.03%	204
2019 Q4	$42K	Buy	+944	New	+$39.4K	0.03%	217

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 Management's IWF Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2021, closing a stake of 944 shares — an estimated $57K sold.

Atlas Private Wealth Management first reported a position in IWF in Q4 2019 and held it in 6 quarters. The position peaked at $57K in Q1 2021. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 944 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $57K.
Atlas Private Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares Russell 1000 Growth ETF position peaked at $57K in Q1 2021.
1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.