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Bel Air Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bel Air Investment 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
Q2 		$4.73M Buy
69,740
+2,400
+4% +$155K 0.14% 80
2021
Q1 		$4.09M Buy
+67,340
New +$4.1M 0.13% 93

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bel Air Investment Advisors's IWF Position: Q2 2021 in Review

Bel Air Investment Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 3.6% in Q2 2021, buying an estimated $155K and bringing the position to 69,740 shares worth $4.73M. The position accounts for 0.14% of the portfolio, ranked #80.

Bel Air Investment Advisors first reported a position in IWF in Q1 2021 and has held it in 2 quarters since. 1,517 funds tracked by Wall St. Rank hold IWF as of Q2 2021.

  • Bel Air Investment Advisors held 69,740 shares of iShares Russell 1000 Growth ETF worth $4.73M as of Q2 2021.
  • Bel Air Investment Advisors bought 2,400 iShares Russell 1000 Growth ETF shares in Q2 2021, an estimated $155K.
  • iShares Russell 1000 Growth ETF made up 0.14% of Bel Air Investment Advisors's portfolio in Q2 2021, its #80 holding.
  • Bel Air Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,517 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.