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Bickling Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bickling Financial Services’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 		– Sell
-4,760
Closed -$323K – 135
2021
Q2 		$323K Buy
4,760
+680
+17% +$43.8K 0.15% 90
2021
Q1 		$248K Buy
+4,080
New +$248K 0.12% 101

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 $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bickling Financial Services's IWF Position: Q3 2021 in Review

Bickling Financial Services sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2021, closing a stake of 4,760 shares — an estimated $323K sold.

Bickling Financial Services first reported a position in IWF in Q1 2021 and held it in 2 quarters. The position peaked at $323K in Q2 2021. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Bickling Financial Services reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Bickling Financial Services sold 4,760 iShares Russell 1000 Growth ETF shares in Q3 2021, an estimated $323K.
  • Bickling Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q1 2021 and held it in 2 quarters.
  • Bickling Financial Services's iShares Russell 1000 Growth ETF position peaked at $323K in Q2 2021.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Bickling Financial Services's 13F filing for Q3 2021, filed 1 Nov 2021.