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Brendel Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Brendel Financial 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 		– Sell
-4
Closed – – 171
2021
Q2 		$0 Buy
+4
New +$258 ﹤0.01% 278
2020
Q4 		– Sell
-8,200
Closed -$445K – 84
2020
Q3 		$445K Sell
8,200
-1,896
-19% -$99.9K 0.36% 58
2020
Q2 		$484K Sell
10,096
-600
-6% -$26.4K 0.42% 57
2020
Q1 		$403K Buy
+10,696
New +$461K 0.47% 49

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

Brendel Financial Advisors's IWF Position: Q3 2021 in Review

Brendel Financial Advisors sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2021, closing a stake of 4 shares.

Brendel Financial Advisors first reported a position in IWF in Q1 2020 and held it in 4 quarters. The position peaked at $484K in Q2 2020. 1,522 funds tracked by Wall St. Rank hold IWF as of Q3 2021.

  • Brendel Financial Advisors reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 4 iShares Russell 1000 Growth ETF shares in Q3 2021.
  • Brendel Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2020 and held it in 4 quarters.
  • Brendel Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $484K in Q2 2020.
  • 1,522 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.