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Berman Capital Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Berman Capital 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
Q3 		$24.4M Buy
356,512
+480
+0.1% +$34K 3.84% 5
2021
Q2 		$24.2M Sell
356,032
-5,016
-1% -$323K 3.85% 7
2021
Q1 		$21.9M Sell
361,048
-24,128
-6% -$1.47M 4.58% 5
2020
Q4 		$23.2M Buy
385,176
+1,584
+0.4% +$90.2K 5.56% 3
2020
Q3 		$20.8M Sell
383,592
-2,032
-0.5% -$107K 5.9% 3
2020
Q2 		$18.5M Sell
385,624
-7,464
-2% -$329K 4.86% 5
2020
Q1 		$14.8M Buy
393,088
+17,456
+5% +$752K 4.77% 6
2019
Q4 		$16.5M Sell
375,632
-12,396
-3% -$518K 4.76% 7
2019
Q3 		$15.5M Sell
388,028
-7,224
-2% -$290K 4.83% 7
2019
Q2 		$15.5M Sell
395,252
-66,416
-14% -$2.57M 4.95% 5
2019
Q1 		$17.5M Sell
461,668
-68,904
-13% -$2.48M 5.85% 4
2018
Q4 		$17.4M Sell
530,572
-54,364
-9% -$1.92M 6.82% 3
2018
Q3 		$22.8M Sell
584,936
-69,976
-11% -$2.65M 9.61% 2
2018
Q2 		$23.5M Sell
654,912
-9,472
-1% -$334K 8.19% 3
2018
Q1 		$22.6M Sell
664,384
-46,904
-7% -$1.64M 8.62% 2
2017
Q4 		$23.9M Buy
+711,288
New +$23.3M 7.93% 3

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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 $424B AUM 22.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's IWF Position: Q3 2021 in Review

Berman Capital Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.13% in Q3 2021, buying an estimated $34K and bringing the position to 356,512 shares worth $24.4M. The position accounts for 3.84% of the portfolio, ranked #5.

Berman Capital Advisors first reported a position in IWF in Q4 2017 and has held it in 16 quarters since. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Berman Capital Advisors held 356,512 shares of iShares Russell 1000 Growth ETF worth $24.4M as of Q3 2021.
  • Berman Capital Advisors bought 480 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $34K.
  • iShares Russell 1000 Growth ETF made up 3.84% of Berman Capital Advisors's portfolio in Q3 2021, its #5 holding.
  • Berman Capital Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 16 quarters since.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.