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Avalon Investment & Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Avalon Investment & Advisory’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 		– Sell
-20,756
Closed -$782K – 321
2020
Q1 		$782K Hold
20,756
– – 0.02% 229
2019
Q4 		$913K Hold
20,756
– – 0.02% 245
2019
Q3 		$828K Hold
20,756
– – 0.02% 243
2019
Q2 		$816K Sell
20,756
-1,076
-5% -$41.6K 0.02% 252
2019
Q1 		$826K Buy
+21,832
New +$784K 0.02% 255

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

Avalon Investment & Advisory's IWF Position: Q2 2020 in Review

Avalon Investment & Advisory sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2020, closing a stake of 20,756 shares — an estimated $782K sold.

Avalon Investment & Advisory first reported a position in IWF in Q1 2019 and held it in 5 quarters. The position peaked at $913K in Q4 2019. 1,292 funds tracked by Wall St. Rank hold IWF as of Q2 2020.

  • Avalon Investment & Advisory reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 20,756 iShares Russell 1000 Growth ETF shares in Q2 2020, an estimated $782K.
  • Avalon Investment & Advisory first reported a position in iShares Russell 1000 Growth ETF in Q1 2019 and held it in 5 quarters.
  • Avalon Investment & Advisory's iShares Russell 1000 Growth ETF position peaked at $913K in Q4 2019.
  • 1,292 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2020.

Based on Avalon Investment & Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.