Biegel & Waller’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Biegel & Waller’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
2019 Q3	$420K	Sell	10,520 -320	-3%	-$12.8K	0.23%	42
2019 Q2	$426K	Hold	10,840	–	–	0.22%	47
2019 Q1	$410K	Buy	10,840 +400	+4%	+$14.4K	0.21%	46
2018 Q4	$342K	Buy	10,440 +2,500	+31%	+$88.1K	0.2%	47
2018 Q3	$310K	Buy	7,940 +2,128	+37%	+$80.6K	0.18%	54
2018 Q2	$209K	Buy	+5,812	New	+$205K	0.13%	66
2017 Q4	–	Sell	-6,488	Closed	-$203K	–	60
2017 Q3	$203K	Buy	+6,488	New	+$199K	0.13%	50

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Biegel & Waller's IWF Position: Q3 2019 in Review

Biegel & Waller reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3% in Q3 2019, selling an estimated $12.8K and leaving 10,520 shares worth $420K. The position accounts for 0.23% of the portfolio, ranked #42.

Biegel & Waller first reported a position in IWF in Q3 2017 and has held it in 7 quarters since. The position peaked at $426K in Q2 2019. 1,112 funds tracked by Wall St. Rank hold IWF as of Q3 2019.

Biegel & Waller held 10,520 shares of iShares Russell 1000 Growth ETF worth $420K as of Q3 2019.
Biegel & Waller sold 320 iShares Russell 1000 Growth ETF shares in Q3 2019, an estimated $12.8K.
iShares Russell 1000 Growth ETF made up 0.23% of Biegel & Waller's portfolio in Q3 2019, its #42 holding.
Biegel & Waller first reported a position in iShares Russell 1000 Growth ETF in Q3 2017 and has held it in 7 quarters since.
Biegel & Waller's iShares Russell 1000 Growth ETF position peaked at $426K in Q2 2019.
1,112 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.