Buffington Mohr McNeal’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Buffington Mohr McNeal’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
2023 Q2	–	Sell	-16,396	Closed	-$1M	–	126
2023 Q1	$1M	Hold	16,396	–	–	0.23%	69
2022 Q4	$878K	Hold	16,396	–	–	0.2%	74
2022 Q3	$862K	Buy	16,396 +408	+3%	+$24K	0.21%	74
2022 Q2	$874K	Hold	15,988	–	–	0.19%	79
2022 Q1	$1.11M	Sell	15,988 -428	-3%	-$29.2K	0.21%	71
2021 Q4	$1.25M	Hold	16,416	–	–	0.21%	69
2021 Q3	$1.13M	Hold	16,416	–	–	0.22%	68
2021 Q2	$1.11M	Sell	16,416 -400	-2%	-$25.8K	0.22%	70
2021 Q1	$1.02M	Hold	16,816	–	–	0.22%	68
2020 Q4	$1.01M	Sell	16,816 -824	-5%	-$46.9K	0.24%	64
2020 Q3	$957K	Sell	17,640 -2,272	-11%	-$120K	0.25%	65
2020 Q2	$956K	Buy	19,912 +824	+4%	+$36.3K	0.27%	63
2020 Q1	$719K	Sell	19,088 -468	-2%	-$20.2K	0.24%	65
2019 Q4	$860K	Hold	19,556	–	–	0.24%	65
2019 Q3	$780K	Hold	19,556	–	–	0.24%	68
2019 Q2	$769K	Hold	19,556	–	–	0.24%	69
2019 Q1	$740K	Sell	19,556 -3,084	-14%	-$111K	0.24%	73
2018 Q4	$741K	Buy	22,640 +5,392	+31%	+$190K	0.3%	63
2018 Q3	$673K	Buy	+17,248	New	+$653K	0.23%	78

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

Buffington Mohr McNeal's IWF Position: Q2 2023 in Review

Buffington Mohr McNeal sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2023, closing a stake of 16,396 shares — an estimated $1M sold.

Buffington Mohr McNeal first reported a position in IWF in Q3 2018 and held it in 19 quarters. The position peaked at $1.25M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

Buffington Mohr McNeal reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2023 after selling out during the quarter.
Buffington Mohr McNeal sold 16,396 iShares Russell 1000 Growth ETF shares in Q2 2023, an estimated $1M.
Buffington Mohr McNeal first reported a position in iShares Russell 1000 Growth ETF in Q3 2018 and held it in 19 quarters.
Buffington Mohr McNeal's iShares Russell 1000 Growth ETF position peaked at $1.25M in Q4 2021.
1,771 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

Based on Buffington Mohr McNeal's 13F filing for Q2 2023, filed 25 Jul 2023.