Aviance Capital Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Aviance Capital Partners’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
2022 Q3	–	Sell	-6,320	Closed	-$346K	–	264
2022 Q2	$346K	Buy	+6,320	New	+$379K	0.08%	205
2019 Q2	–	Sell	-7,504	Closed	-$284K	–	218
2019 Q1	$284K	Hold	7,504	–	–	0.08%	188
2018 Q4	$245K	Hold	7,504	–	–	0.09%	192
2018 Q3	$293K	Buy	7,504 +508	+7%	+$19.2K	0.07%	195
2018 Q2	$251K	Buy	+6,996	New	+$247K	0.07%	205

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Aviance Capital Partners's IWF Position: Q3 2022 in Review

Aviance Capital Partners sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2022, closing a stake of 6,320 shares — an estimated $346K sold.

Aviance Capital Partners first reported a position in IWF in Q2 2018 and held it in 5 quarters. The position peaked at $346K in Q2 2022. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Aviance Capital Partners reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Aviance Capital Partners sold 6,320 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $346K.
Aviance Capital Partners first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and held it in 5 quarters.
Aviance Capital Partners's iShares Russell 1000 Growth ETF position peaked at $346K in Q2 2022.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

Based on Aviance Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.