Blue Chip Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$1.86M	Sell	34,368 -592	-2%	-$31.2K	1.47%	16
2020 Q2	$1.68M	Buy	34,960 +508	+1%	+$22.4K	1.59%	15
2020 Q1	$1.3M	Sell	34,452 -848	-2%	-$36.5K	1.62%	15
2019 Q4	$1.55M	Buy	35,300 +1,024	+3%	+$42.8K	1.44%	20
2019 Q3	$1.37M	Hold	34,276	–	–	1.43%	20
2019 Q2	$1.35M	Buy	34,276 +60	+0.2%	+$2.32K	1.42%	21
2019 Q1	$1.29M	Sell	34,216 -1,816	-5%	-$65.3K	1.47%	20
2018 Q4	$1.18M	Sell	36,032 -1,504	-4%	-$53K	1.55%	19
2018 Q3	$1.46M	Buy	37,536 +72	+0.2%	+$2.73K	1.47%	18
2018 Q2	$1.35M	Hold	37,464	–	–	1.46%	18
2018 Q1	$1.27M	Buy	+37,464	New	+$1.31M	1.31%	19

Other funds holding IWF

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

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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 22.96% 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

Blue Chip Wealth Management's IWF Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.7% in Q3 2020, selling an estimated $31.2K and leaving 34,368 shares worth $1.86M. The position accounts for 1.47% of the portfolio, ranked #16.

Blue Chip Wealth Management first reported a position in IWF in Q1 2018 and has held it in 11 quarters since. 1,320 funds tracked by Wall St. Rank hold IWF as of Q3 2020.

Blue Chip Wealth Management held 34,368 shares of iShares Russell 1000 Growth ETF worth $1.86M as of Q3 2020.
Blue Chip Wealth Management sold 592 iShares Russell 1000 Growth ETF shares in Q3 2020, an estimated $31.2K.
iShares Russell 1000 Growth ETF made up 1.47% of Blue Chip Wealth Management's portfolio in Q3 2020, its #16 holding.
Blue Chip Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 11 quarters since.
1,320 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.