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

BT 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
2022 Q2	$27.5M	Sell	502,416 -33,300	-6%	-$2M	7.71%	5
2022 Q1	$37.2M	Buy	535,716 +183,432	+52%	+$12.5M	9.68%	5
2021 Q4	$26.9M	Buy	352,284 +3,840	+1%	+$285K	7.27%	5
2021 Q3	$23.9M	Buy	348,444 +43,060	+14%	+$3.05M	7.41%	5
2021 Q2	$20.7M	Buy	305,384 +19,308	+7%	+$1.24M	6.28%	5
2021 Q1	$17.4M	Buy	286,076 +8,064	+3%	+$491K	5.78%	5
2020 Q4	$16.8M	Buy	278,012 +48	+0%	+$2.73K	6.23%	5
2020 Q3	$15.1M	Buy	277,964 +13,036	+5%	+$687K	6.55%	5
2020 Q2	$12.7M	Buy	264,928 +18,204	+7%	+$802K	6.44%	5
2020 Q1	$9.29M	Sell	246,724 -252	-0.1%	-$10.9K	5.32%	5
2019 Q4	$10.9M	Buy	246,976 +3,236	+1%	+$135K	5.53%	5
2019 Q3	$9.73M	Buy	243,740 +2,856	+1%	+$115K	5.43%	5
2019 Q2	$9.43M	Sell	240,884 -6,180	-3%	-$239K	5.45%	5
2019 Q1	$9.35M	Sell	247,064 -9,864	-4%	-$354K	5.51%	5
2018 Q4	$9.36M	Buy	+256,928	New	+$9.06M	4.03%	5

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BT Wealth Management's IWF Position: Q2 2022 in Review

BT Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.2% in Q2 2022, selling an estimated $2M and leaving 502,416 shares worth $27.5M. The position accounts for 7.71% of the portfolio, ranked #5.

BT Wealth Management first reported a position in IWF in Q4 2018 and has held it in 15 quarters since. The position peaked at $37.2M in Q1 2022. 1,594 funds tracked by Wall St. Rank hold IWF as of Q2 2022.

BT Wealth Management held 502,416 shares of iShares Russell 1000 Growth ETF worth $27.5M as of Q2 2022.
BT Wealth Management sold 33,300 iShares Russell 1000 Growth ETF shares in Q2 2022, an estimated $2M.
iShares Russell 1000 Growth ETF made up 7.71% of BT Wealth Management's portfolio in Q2 2022, its #5 holding.
BT Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's iShares Russell 1000 Growth ETF position peaked at $37.2M in Q1 2022.
1,594 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.